ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 46 filers reported holding ISHARES TR in Q3 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 ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 177,637 | $4,457,800 | 1.61% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 372,816 | $9,355,818 | 1.30% |
| Heartwood Wealth Advisors LLC | 173,300 | $4,348,964 | 0.68% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 573,003 | $14,379,510 | 0.54% |
| Royal Harbor Partners, LLC | 32,540 | $816,591 | 0.50% |
| Signature Wealth Management Group | 34,383 | $862,842 | 0.42% |
| CLIENT 1ST ADVISORY GROUP, LLC | 21,912 | $549,882 | 0.32% |
| Garden State Investment Advisory Services LLC | 19,072 | $478,603 | 0.28% |
| Paradigm, Strategies in Wealth Management, LLC | 9,514 | $238,754 | 0.21% |
| Cornell Pochily Investment Advisors, Inc. | 18,686 | $468,931 | 0.21% |