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 | $13,666,647 | +75.8% | 559,879 | +81.2% | 0.00% | +100.0% |
| Q2 2023 | $7,775,170 | +5.0% | 309,029 | +6.8% | 0.00% | 0.0% |
| Q1 2023 | $7,406,055 | +22.5% | 289,299 | +20.1% | 0.00% | 0.0% |
| Q4 2022 | $6,046,992 | +7.6% | 240,964 | +3.7% | 0.00% | 0.0% |
| Q3 2022 | $5,622,000 | +82.7% | 232,403 | +89.0% | 0.00% | – |
| Q2 2022 | $3,078,000 | +149.6% | 122,967 | +154.0% | 0.00% | – |
| Q1 2022 | $1,233,000 | +4.2% | 48,406 | +11.5% | 0.00% | – |
| Q4 2021 | $1,183,000 | -10.6% | 43,420 | -10.7% | 0.00% | – |
| Q3 2021 | $1,323,000 | +11.1% | 48,609 | +11.9% | 0.00% | – |
| Q2 2021 | $1,191,000 | +3.7% | 43,457 | +2.7% | 0.00% | – |
| Q1 2021 | $1,149,000 | +8.8% | 42,311 | +10.5% | 0.00% | – |
| Q4 2020 | $1,056,000 | +35.6% | 38,275 | +34.1% | 0.00% | – |
| Q3 2020 | $779,000 | +259.0% | 28,543 | +256.6% | 0.00% | – |
| Q2 2020 | $217,000 | +36.5% | 8,004 | +32.8% | 0.00% | – |
| Q1 2020 | $159,000 | +261.4% | 6,026 | +255.1% | 0.00% | – |
| Q4 2019 | $44,000 | – | 1,697 | – | 0.00% | – |
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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% |