ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 35 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $842,000 | -19.3% | 33,070 | -13.7% | 0.21% | -22.8% |
| Q4 2021 | $1,044,000 | +16.6% | 38,306 | +16.5% | 0.27% | -6.8% |
| Q3 2021 | $895,000 | +5.4% | 32,888 | +6.1% | 0.29% | +9.0% |
| Q2 2021 | $849,000 | +6.0% | 30,983 | +5.1% | 0.27% | -6.9% |
| Q1 2021 | $801,000 | +23.8% | 29,478 | +25.7% | 0.29% | +11.2% |
| Q4 2020 | $647,000 | – | 23,444 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 210,555 | $5,390,208 | 1.75% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 374,215 | $9,579,904 | 1.32% |
| Heartwood Wealth Advisors LLC | 189,015 | $4,838,784 | 0.72% |
| Evergreen Wealth Solutions, LLC | 19,597 | $502 | 0.58% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 583,518 | $14,938,061 | 0.52% |
| Royal Harbor Partners, LLC | 32,749 | $838,374 | 0.45% |
| Signature Wealth Management Group | 36,481 | $933,914 | 0.44% |
| CLIENT 1ST ADVISORY GROUP, LLC | 21,912 | $560,947 | 0.30% |
| Gateway Advisory, LLC | 52,588 | $1,346 | 0.30% |
| Garden State Investment Advisory Services LLC | 19,133 | $489,794 | 0.21% |