ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 68 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 | $247,838 | -14.3% | 9,989 | -13.0% | 0.01% | -9.1% |
| Q2 2023 | $289,162 | -2.8% | 11,484 | -1.5% | 0.01% | -8.3% |
| Q1 2023 | $297,589 | +3.7% | 11,656 | +2.4% | 0.01% | +9.1% |
| Q4 2022 | $286,947 | -57.1% | 11,382 | -58.1% | 0.01% | -63.3% |
| Q3 2022 | $669,000 | +0.9% | 27,186 | +3.8% | 0.03% | +3.4% |
| Q2 2022 | $663,000 | -10.9% | 26,202 | -10.2% | 0.03% | +7.4% |
| Q1 2022 | $744,000 | -4.2% | 29,182 | +0.9% | 0.03% | +3.8% |
| Q4 2021 | $777,000 | +15.6% | 28,928 | +15.7% | 0.03% | +4.0% |
| Q3 2021 | $672,000 | +27.0% | 25,008 | +27.4% | 0.02% | +31.6% |
| Q2 2021 | $529,000 | +36.7% | 19,625 | +36.0% | 0.02% | +26.7% |
| Q1 2021 | $387,000 | +21.7% | 14,428 | +22.8% | 0.02% | 0.0% |
| Q4 2020 | $318,000 | +106.5% | 11,746 | +105.2% | 0.02% | +114.3% |
| Q3 2020 | $154,000 | +54.0% | 5,725 | +51.7% | 0.01% | +40.0% |
| Q2 2020 | $100,000 | +42.9% | 3,775 | +38.5% | 0.01% | +25.0% |
| Q1 2020 | $70,000 | +12.9% | 2,725 | +12.4% | 0.00% | +33.3% |
| Q4 2019 | $62,000 | +3000.0% | 2,425 | +2325.0% | 0.00% | – |
| Q3 2019 | $2,000 | – | 100 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 160,616 | $4,316,000 | 1.40% |
| Karp Capital Management Corp | 240,639 | $6,467,000 | 0.81% |
| Azimuth Capital Management LLC | 630,800 | $16,953,000 | 0.68% |
| CHILDRESS CAPITAL ADVISORS, LLC | 42,100 | $1,131,000 | 0.47% |
| SENTINEL PENSION ADVISORS INC | 44,910 | $1,207,000 | 0.38% |
| Roof Eidam Maycock Peralta, LLC | 37,600 | $1,011,000 | 0.34% |
| Prism Advisors, Inc. | 37,953 | $1,020,000 | 0.33% |
| CGN Advisors LLC | 37,857 | $1,017,000 | 0.26% |
| Lee Financial Co | 51,300 | $1,379,000 | 0.26% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 275,737 | $7,410,000 | 0.26% |