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 | $3,791,887 | +5.2% | 152,837 | +6.8% | 0.01% | 0.0% |
| Q2 2023 | $3,604,066 | +6.2% | 143,132 | +7.7% | 0.01% | 0.0% |
| Q1 2023 | $3,392,196 | +92.5% | 132,871 | +90.1% | 0.01% | +66.7% |
| Q4 2022 | $1,761,781 | +67.6% | 69,884 | +63.6% | 0.00% | +50.0% |
| Q3 2022 | $1,051,000 | +151.4% | 42,706 | +158.6% | 0.00% | +100.0% |
| Q2 2022 | $418,000 | +20.8% | 16,512 | +21.8% | 0.00% | 0.0% |
| Q1 2022 | $346,000 | -8.7% | 13,552 | -3.9% | 0.00% | 0.0% |
| Q4 2021 | $379,000 | +56.6% | 14,102 | +56.6% | 0.00% | – |
| Q3 2021 | $242,000 | -6.6% | 9,006 | -5.9% | 0.00% | – |
| Q2 2021 | $259,000 | +161.6% | 9,573 | +158.7% | 0.00% | – |
| Q1 2021 | $99,000 | -1.0% | 3,700 | 0.0% | 0.00% | – |
| Q4 2020 | $100,000 | -11.5% | 3,700 | -12.2% | 0.00% | – |
| Q3 2020 | $113,000 | +82.3% | 4,215 | +81.1% | 0.00% | – |
| Q2 2020 | $62,000 | – | 2,327 | – | 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% |