ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 51 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,178,849 | +7.0% | 652,110 | +8.6% | 0.56% | +12.2% |
| Q2 2023 | $15,121,018 | +2.9% | 600,517 | +4.3% | 0.50% | -2.2% |
| Q1 2023 | $14,700,787 | +3.5% | 575,824 | +2.2% | 0.51% | -5.4% |
| Q4 2022 | $14,204,701 | +11.5% | 563,455 | +8.9% | 0.54% | -1.3% |
| Q3 2022 | $12,745,000 | +48.2% | 517,441 | +52.5% | 0.55% | +51.2% |
| Q2 2022 | $8,599,000 | +2.6% | 339,342 | +1.1% | 0.36% | +7.8% |
| Q1 2022 | $8,383,000 | +13.1% | 335,577 | +21.7% | 0.34% | +29.8% |
| Q4 2021 | $7,410,000 | +8.4% | 275,737 | +8.5% | 0.26% | -3.7% |
| Q3 2021 | $6,833,000 | +16.7% | 254,151 | +17.1% | 0.27% | +16.5% |
| Q2 2021 | $5,856,000 | +33.2% | 217,103 | +32.5% | 0.23% | +21.1% |
| Q1 2021 | $4,395,000 | +11.5% | 163,826 | +12.6% | 0.19% | +2.2% |
| Q4 2020 | $3,942,000 | +59.0% | 145,530 | +58.0% | 0.19% | +37.8% |
| Q3 2020 | $2,480,000 | +602.5% | 92,110 | +595.5% | 0.14% | +542.9% |
| Q2 2020 | $353,000 | – | 13,243 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 177,963 | $4,539,000 | 1.55% |
| Karp Capital Management Corp | 259,072 | $6,608,000 | 0.96% |
| Virginia National Bank | 24,843 | $634,000 | 0.72% |
| Azimuth Capital Management LLC | 594,300 | $15,160,000 | 0.65% |
| SENTINEL PENSION ADVISORS INC | 39,211 | $1,000,000 | 0.34% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 335,577 | $8,383,000 | 0.34% |
| Roof Eidam Maycock Peralta, LLC | 39,500 | $1,008,000 | 0.33% |
| Prism Advisors, Inc. | 37,496 | $956,000 | 0.32% |
| CFS Investment Advisory Services, LLC | 1,413,849 | $55,000 | 0.24% |
| Lee Financial Co | 51,300 | $1,309,000 | 0.23% |