ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 45 filers reported holding ISHARES TR in Q1 2022. 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 ↓ |
|---|---|---|---|
| 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% |