ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 83 filers reported holding ISHARES TR in Q3 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% | – |
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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% |