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 | $1,736,675 | +0.4% | 69,999 | +1.9% | 0.00% | 0.0% |
| Q2 2023 | $1,730,294 | +25.7% | 68,717 | +27.4% | 0.00% | 0.0% |
| Q1 2023 | $1,376,527 | +10.1% | 53,918 | +8.7% | 0.00% | 0.0% |
| Q4 2022 | $1,250,441 | +46.1% | 49,601 | +42.7% | 0.00% | 0.0% |
| Q3 2022 | $856,000 | -31.3% | 34,748 | -29.4% | 0.00% | 0.0% |
| Q2 2022 | $1,246,000 | +47.5% | 49,191 | +48.4% | 0.00% | 0.0% |
| Q1 2022 | $845,000 | -8.3% | 33,144 | -3.3% | 0.00% | 0.0% |
| Q4 2021 | $921,000 | +4.3% | 34,263 | +4.3% | 0.00% | 0.0% |
| Q3 2021 | $883,000 | +13.1% | 32,853 | +13.5% | 0.00% | 0.0% |
| Q2 2021 | $781,000 | -1.1% | 28,948 | -1.7% | 0.00% | 0.0% |
| Q1 2021 | $790,000 | +20.1% | 29,446 | +21.2% | 0.00% | 0.0% |
| Q4 2020 | $658,000 | +0.3% | 24,292 | -0.4% | 0.00% | 0.0% |
| Q3 2020 | $656,000 | +216.9% | 24,381 | +214.0% | 0.00% | – |
| Q2 2020 | $207,000 | – | 7,764 | – | 0.00% | – |
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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% |