ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 83 filers reported holding ISHARES TR in Q3 2023. 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 ↓ |
|---|---|---|---|
| Heartwood Wealth Advisors LLC | 447,431 | $12,181,000 | 1.90% |
| Praetorian Wealth Management, Inc. | 85,645 | $2,332,000 | 0.79% |
| CGN Advisors LLC | 32,888 | $895,000 | 0.29% |
| Peloton Wealth Strategists | 12,000 | $327,000 | 0.13% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 240,582 | $6,550,000 | 0.09% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 86,258 | $2,348,000 | 0.09% |
| WRAPMANAGER INC | 12,617 | $343,000 | 0.09% |
| Archford Capital Strategies, LLC | 10,588 | $288,000 | 0.07% |
| CAPTRUST FINANCIAL ADVISORS | 178,626 | $4,863,000 | 0.04% |
| First National Bank of South Miami | 1,642 | $45,000 | 0.03% |