ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,003,000 | +0.2% | 80,727 | +1.6% | 0.00% | 0.0% |
| Q2 2023 | $2,000,000 | -2.4% | 79,420 | -1.1% | 0.00% | 0.0% |
| Q1 2023 | $2,050,000 | -25.0% | 80,308 | -26.0% | 0.00% | 0.0% |
| Q4 2022 | $2,735,000 | +20.6% | 108,491 | +17.8% | 0.00% | 0.0% |
| Q3 2022 | $2,268,000 | +0.9% | 92,089 | +3.8% | 0.00% | 0.0% |
| Q2 2022 | $2,248,000 | +7.9% | 88,703 | +8.6% | 0.00% | 0.0% |
| Q1 2022 | $2,084,000 | +12.5% | 81,685 | +18.5% | 0.00% | – |
| Q4 2021 | $1,853,000 | +70.9% | 68,941 | +70.9% | 0.00% | – |
| Q3 2021 | $1,084,000 | -0.6% | 40,335 | -0.3% | 0.00% | – |
| Q2 2021 | $1,091,000 | +10.0% | 40,447 | +9.4% | 0.00% | – |
| Q1 2021 | $992,000 | +8.1% | 36,988 | +9.1% | 0.00% | – |
| Q4 2020 | $918,000 | +28.6% | 33,890 | +27.7% | 0.00% | – |
| Q3 2020 | $714,000 | +76.3% | 26,535 | +74.5% | 0.00% | – |
| Q2 2020 | $405,000 | +24.6% | 15,205 | +20.8% | 0.00% | – |
| Q1 2020 | $325,000 | +12.8% | 12,592 | +13.3% | 0.00% | – |
| Q4 2019 | $288,000 | +105.7% | 11,112 | +105.6% | 0.00% | – |
| Q3 2019 | $140,000 | – | 5,404 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 145,350 | $3,920,000 | 1.31% |
| Azimuth Capital Management LLC | 646,950 | $17,451,000 | 0.75% |
| CHILDRESS CAPITAL ADVISORS, LLC | 42,100 | $1,135,000 | 0.52% |
| Roof Eidam Maycock Peralta, LLC | 37,600 | $1,014,000 | 0.38% |
| Prism Advisors, Inc. | 37,953 | $1,024,000 | 0.36% |
| Lee Financial Co | 51,300 | $1,384,000 | 0.29% |
| CGN Advisors LLC | 30,722 | $829,000 | 0.26% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 217,103 | $5,856,000 | 0.23% |
| SENTINEL PENSION ADVISORS INC | 17,727 | $478,000 | 0.17% |
| Peloton Wealth Strategists | 9,200 | $248,000 | 0.10% |