ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 112 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $319,553 | -1.5% | 12,880 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $324,319 | -1.4% | 12,880 | 0.0% | 0.02% | -7.7% |
| Q1 2023 | $328,827 | +3.1% | 12,880 | +1.8% | 0.03% | 0.0% |
| Q4 2022 | $318,906 | +2.2% | 12,650 | 0.0% | 0.03% | -3.7% |
| Q3 2022 | $312,000 | -2.8% | 12,650 | 0.0% | 0.03% | +3.8% |
| Q2 2022 | $321,000 | -18.7% | 12,650 | -18.4% | 0.03% | -7.1% |
| Q1 2022 | $395,000 | -5.3% | 15,500 | 0.0% | 0.03% | -3.4% |
| Q4 2021 | $417,000 | +3.2% | 15,500 | +3.2% | 0.03% | -3.3% |
| Q3 2021 | $404,000 | -0.2% | 15,025 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $405,000 | +0.5% | 15,025 | 0.0% | 0.03% | -9.1% |
| Q1 2021 | $403,000 | -1.0% | 15,025 | 0.0% | 0.03% | -5.7% |
| Q4 2020 | $407,000 | – | 15,025 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 150,901 | $4,057,000 | 1.38% |
| Azimuth Capital Management LLC | 643,800 | $17,309,000 | 0.74% |
| CHILDRESS CAPITAL ADVISORS, LLC | 42,100 | $1,131,000 | 0.46% |
| Roof Eidam Maycock Peralta, LLC | 37,600 | $1,011,000 | 0.37% |
| Prism Advisors, Inc. | 37,953 | $1,020,000 | 0.36% |
| SENTINEL PENSION ADVISORS INC | 39,095 | $1,051,000 | 0.36% |
| CGN Advisors LLC | 32,549 | $875,000 | 0.29% |
| Lee Financial Co | 51,300 | $1,379,000 | 0.28% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 254,151 | $6,833,000 | 0.27% |
| Sound View Wealth Advisors Group, LLC | 29,698 | $798,000 | 0.17% |