COMMONWEALTH EQUITY SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 66 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
COMMONWEALTH EQUITY SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$887
-12.0%
36,345
-9.3%
0.00%0.0%
Q2 2023$1,008
+2.5%
40,060
+4.3%
0.00%0.0%
Q1 2023$983
+149.5%
38,423
+144.1%
0.00%
+100.0%
Q4 2022$394
-99.9%
15,739
-15.5%
0.00%0.0%
Q3 2022$450,00018,6320.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Heartwood Wealth Advisors LLC 431,375$11,716,0001.88%
Praetorian Wealth Management, Inc. 45,872$1,245,0000.44%
CGN Advisors LLC 29,478$801,0000.29%
Peloton Wealth Strategists 12,000$326,0000.15%
WRAPMANAGER INC 12,791$347,0000.10%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 74,921$2,035,0000.10%
CONFLUENCE INVESTMENT MANAGEMENT LLC 216,701$5,886,0000.08%
Archford Capital Strategies, LLC 8,026$220,0000.06%
CAPTRUST FINANCIAL ADVISORS 184,966$5,024,0000.05%
Retirement Group, LLC 3,072$83,0000.04%
View complete list of ISHARES TR shareholders