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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,548,269 | +71.1% | 432,129 | +76.4% | 0.00% | +50.0% |
Q2 2023 | $6,164,527 | +5.0% | 245,013 | +6.8% | 0.00% | 0.0% |
Q1 2023 | $5,873,485 | -6.1% | 229,433 | -7.9% | 0.00% | 0.0% |
Q4 2022 | $6,253,122 | +187.2% | 249,178 | +176.9% | 0.00% | +100.0% |
Q3 2022 | $2,177,000 | +0.4% | 89,981 | +3.8% | 0.00% | 0.0% |
Q2 2022 | $2,169,000 | +7.0% | 86,659 | +8.9% | 0.00% | 0.0% |
Q1 2022 | $2,027,000 | -10.5% | 79,579 | -4.2% | 0.00% | 0.0% |
Q4 2021 | $2,264,000 | +17.1% | 83,087 | +17.1% | 0.00% | – |
Q3 2021 | $1,933,000 | +5.3% | 70,982 | +6.0% | 0.00% | – |
Q2 2021 | $1,836,000 | +11.6% | 66,982 | +10.6% | 0.00% | – |
Q1 2021 | $1,645,000 | +8.6% | 60,582 | +10.4% | 0.00% | – |
Q4 2020 | $1,515,000 | +13.6% | 54,891 | +12.3% | 0.00% | – |
Q3 2020 | $1,334,000 | +173.9% | 48,861 | +171.7% | 0.00% | – |
Q2 2020 | $487,000 | +70.3% | 17,986 | +65.1% | 0.00% | – |
Q1 2020 | $286,000 | -77.2% | 10,893 | -77.3% | 0.00% | – |
Q4 2019 | $1,257,000 | +140.3% | 48,091 | +140.5% | 0.00% | – |
Q3 2019 | $523,000 | +4654.5% | 19,995 | +4582.7% | 0.00% | – |
Q2 2019 | $11,000 | – | 427 | – | 0.00% | – |
Download |
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% |