ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 137 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $319,438 | -0.1% | 12,616 | 0.0% | 0.02% | -4.8% |
| Q1 2024 | $319,816 | -2.7% | 12,616 | -2.0% | 0.02% | -8.7% |
| Q4 2023 | $328,582 | +2.8% | 12,880 | 0.0% | 0.02% | -4.2% |
| 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 ↓ |
|---|---|---|---|
| Prism Advisors, Inc. | 23,850 | $615,000 | 0.40% |
| Lee Financial Co | 38,500 | $993,000 | 0.33% |
| Peloton Wealth Strategists | 8,000 | $206,000 | 0.17% |
| FinTrust Capital Advisors, LLC | 6,366 | $164,000 | 0.08% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 146,062 | $3,768,000 | 0.07% |
| Beacon Pointe Advisors, LLC | 14,558 | $376,000 | 0.06% |
| CAPITAL ONE FINANCIAL CORP | 12,998 | $335,000 | 0.05% |
| CENTRAL TRUST Co | 32,950 | $850,000 | 0.05% |
| Asset Dedication, LLC | 5,777 | $147,000 | 0.04% |
| Forvis Mazars Wealth Advisors, LLC | 8,000 | $206,000 | 0.02% |