ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 34 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,111,878 | +53.4% | 45,550 | +58.2% | 0.03% | +60.0% |
| Q2 2023 | $724,608 | +79.6% | 28,800 | +82.7% | 0.02% | +66.7% |
| Q1 2023 | $403,533 | +149.1% | 15,763 | +144.2% | 0.01% | +140.0% |
| Q4 2022 | $161,988 | +170.0% | 6,455 | +158.2% | 0.01% | +150.0% |
| Q3 2022 | $60,000 | -4.8% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $63,000 | -1.6% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $64,000 | -5.9% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $68,000 | 0.0% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $68,000 | -1.4% | 2,500 | 0.0% | 0.00% | -33.3% |
| Q2 2021 | $69,000 | +1.5% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $68,000 | -1.4% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $69,000 | +1.5% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $68,000 | 0.0% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $68,000 | +3.0% | 2,500 | 0.0% | 0.00% | -25.0% |
| Q1 2020 | $66,000 | +26.9% | 2,500 | +25.0% | 0.00% | +33.3% |
| Q4 2019 | $52,000 | 0.0% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $52,000 | – | 2,000 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Envision Financial Planning, LLC | 110,358 | $2,693,845 | 2.67% |
| Praetorian Wealth Management, Inc. | 216,100 | $5,275,001 | 1.68% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 374,938 | $9,152,237 | 1.19% |
| Heartwood Wealth Advisors LLC | 206,216 | $5,033,733 | 0.74% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 633,652 | $15,467,445 | 0.54% |
| Royal Harbor Partners, LLC | 37,113 | $905,928 | 0.47% |
| Garden State Investment Advisory Services LLC | 38,524 | $940,370 | 0.43% |
| Evergreen Wealth Solutions, LLC | 16,497 | $402,691 | 0.41% |
| Kathmere Capital Management, LLC | 107,119 | $2,614,775 | 0.39% |
| Hills Bank & Trust Co | 121,532 | $2,966,596 | 0.34% |