ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 59 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,641 | -3.0% | 313 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $7,876 | -1.7% | 313 | 0.0% | 0.00% | -40.0% |
| Q1 2023 | $8,013 | +2.0% | 313 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $7,855 | +3.7% | 313 | 0.0% | 0.01% | -28.6% |
| Q3 2022 | $7,572 | -3.3% | 313 | 0.0% | 0.01% | +16.7% |
| Q2 2022 | $7,834 | -1.7% | 313 | 0.0% | 0.01% | -14.3% |
| Q1 2022 | $7,972 | – | 313 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 216,550 | $5,448,398 | 1.68% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 375,620 | $9,450,600 | 1.25% |
| Heartwood Wealth Advisors LLC | 200,451 | $5,043,347 | 0.72% |
| Evergreen Wealth Solutions, LLC | 20,612 | $518,602 | 0.52% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 605,617 | $15,237,324 | 0.50% |
| Royal Harbor Partners, LLC | 40,697 | $1,023,937 | 0.50% |
| Signature Wealth Management Group | 39,740 | $999,858 | 0.47% |
| Garden State Investment Advisory Services LLC | 33,831 | $851,169 | 0.34% |
| Gateway Advisory, LLC | 57,836 | $1,455,164 | 0.31% |
| CLIENT 1ST ADVISORY GROUP, LLC | 21,912 | $551,306 | 0.29% |