ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 2 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $325,458 | -4.5% | 13,118 | -3.1% | 0.10% | 0.0% |
| Q2 2023 | $340,711 | -10.5% | 13,531 | -9.3% | 0.10% | -11.1% |
| Q1 2023 | $380,703 | +98783.9% | 14,912 | -2.4% | 0.12% | -5.6% |
| Q4 2022 | $385 | -99.9% | 15,273 | +23.6% | 0.12% | +20.4% |
| Q3 2022 | $304,000 | -4.1% | 12,360 | -1.1% | 0.10% | +4.0% |
| Q2 2022 | $317,000 | -0.9% | 12,503 | -0.5% | 0.10% | +15.1% |
| Q1 2022 | $320,000 | -5.3% | 12,563 | 0.0% | 0.09% | +2.4% |
| Q4 2021 | $338,000 | -2.3% | 12,563 | -2.3% | 0.08% | -6.7% |
| Q3 2021 | $346,000 | -0.9% | 12,857 | -0.7% | 0.09% | 0.0% |
| Q2 2021 | $349,000 | +0.6% | 12,944 | 0.0% | 0.09% | -6.2% |
| Q1 2021 | $347,000 | -3.1% | 12,944 | -2.0% | 0.10% | -8.6% |
| Q4 2020 | $358,000 | – | 13,209 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 160,616 | $4,316,000 | 1.40% |
| Karp Capital Management Corp | 240,639 | $6,467,000 | 0.81% |
| Azimuth Capital Management LLC | 630,800 | $16,953,000 | 0.68% |
| CHILDRESS CAPITAL ADVISORS, LLC | 42,100 | $1,131,000 | 0.47% |
| SENTINEL PENSION ADVISORS INC | 44,910 | $1,207,000 | 0.38% |
| Roof Eidam Maycock Peralta, LLC | 37,600 | $1,011,000 | 0.34% |
| Prism Advisors, Inc. | 37,953 | $1,020,000 | 0.33% |
| CGN Advisors LLC | 37,857 | $1,017,000 | 0.26% |
| Lee Financial Co | 51,300 | $1,379,000 | 0.26% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 275,737 | $7,410,000 | 0.26% |