ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 35 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,453,298 | -22.7% | 59,537 | -20.3% | 0.00% | – |
Q2 2023 | $1,880,282 | -33.6% | 74,733 | -32.4% | 0.00% | – |
Q1 2023 | $2,830,157 | +9.0% | 110,553 | +6.9% | 0.00% | – |
Q4 2022 | $2,595,375 | -2.4% | 103,422 | -5.9% | 0.00% | – |
Q3 2022 | $2,659,000 | +30.2% | 109,922 | +34.7% | 0.00% | – |
Q2 2022 | $2,042,000 | -43.5% | 81,578 | -42.5% | 0.00% | – |
Q1 2022 | $3,613,000 | -49.5% | 141,847 | -45.9% | 0.00% | -100.0% |
Q4 2021 | $7,148,000 | +7.7% | 262,348 | +7.7% | 0.00% | 0.0% |
Q3 2021 | $6,634,000 | +41.0% | 243,667 | +42.0% | 0.00% | 0.0% |
Q2 2021 | $4,704,000 | +19.2% | 171,566 | +18.1% | 0.00% | 0.0% |
Q1 2021 | $3,947,000 | -5.8% | 145,308 | -4.3% | 0.00% | 0.0% |
Q4 2020 | $4,191,000 | +14.4% | 151,803 | +13.1% | 0.00% | 0.0% |
Q3 2020 | $3,665,000 | +4.2% | 134,263 | +3.4% | 0.00% | 0.0% |
Q2 2020 | $3,517,000 | +80.4% | 129,844 | +74.8% | 0.00% | 0.0% |
Q1 2020 | $1,950,000 | +1460.0% | 74,301 | +1447.9% | 0.00% | – |
Q4 2019 | $125,000 | – | 4,800 | – | 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% |