ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 44 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,513,029 | +3.0% | 60,292 | -0.7% | 0.00% | 0.0% |
| Q3 2022 | $1,469,000 | +2.1% | 60,704 | +5.6% | 0.00% | 0.0% |
| Q2 2022 | $1,439,000 | +9.7% | 57,505 | +11.7% | 0.00% | 0.0% |
| Q1 2022 | $1,312,000 | -0.1% | 51,492 | +6.8% | 0.00% | 0.0% |
| Q4 2021 | $1,313,000 | +12.8% | 48,194 | +12.8% | 0.00% | 0.0% |
| Q3 2021 | $1,164,000 | +10.9% | 42,737 | +11.6% | 0.00% | 0.0% |
| Q2 2021 | $1,050,000 | +96.6% | 38,294 | +94.8% | 0.00% | +100.0% |
| Q1 2021 | $534,000 | -40.3% | 19,659 | -39.3% | 0.00% | -50.0% |
| Q4 2020 | $895,000 | +21.1% | 32,407 | +19.7% | 0.00% | 0.0% |
| Q3 2020 | $739,000 | +69.5% | 27,077 | +68.4% | 0.00% | +100.0% |
| Q2 2020 | $436,000 | +1.9% | 16,078 | -1.8% | 0.00% | 0.0% |
| Q1 2020 | $428,000 | +2.9% | 16,368 | +2.4% | 0.00% | 0.0% |
| Q4 2019 | $416,000 | +23.8% | 15,988 | +24.7% | 0.00% | 0.0% |
| Q3 2019 | $336,000 | – | 12,825 | – | 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% |