ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 116 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $253 | -1.6% | 10,200 | 0.0% | 0.12% | +2.6% |
| Q2 2023 | $257 | -1.2% | 10,200 | 0.0% | 0.11% | -4.2% |
| Q1 2023 | $260 | +1.2% | 10,200 | 0.0% | 0.12% | -4.0% |
| Q4 2022 | $257 | -99.9% | 10,200 | 0.0% | 0.12% | -5.3% |
| Q3 2022 | $251,000 | -2.7% | 10,200 | 0.0% | 0.13% | +4.0% |
| Q2 2022 | $258,000 | -23.4% | 10,200 | -22.7% | 0.13% | -10.6% |
| Q1 2022 | $337,000 | -5.1% | 13,200 | 0.0% | 0.14% | -0.7% |
| Q4 2021 | $355,000 | +43.7% | 13,200 | +43.5% | 0.14% | +40.6% |
| Q3 2021 | $247,000 | -0.4% | 9,200 | 0.0% | 0.10% | -1.0% |
| Q2 2021 | $248,000 | +0.4% | 9,200 | 0.0% | 0.10% | -12.1% |
| Q1 2021 | $247,000 | -0.8% | 9,200 | 0.0% | 0.12% | -5.7% |
| Q4 2020 | $249,000 | +0.4% | 9,200 | 0.0% | 0.12% | -11.5% |
| Q3 2020 | $248,000 | +16.4% | 9,200 | +15.0% | 0.14% | +3.7% |
| Q2 2020 | $213,000 | +3.4% | 8,000 | 0.0% | 0.13% | -20.2% |
| Q1 2020 | $206,000 | – | 8,000 | – | 0.17% | – |
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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% |