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 | $1,269,131 | -19.6% | 51,154 | -18.4% | 0.12% | -17.8% |
| Q2 2023 | $1,577,804 | +5.3% | 62,661 | +6.7% | 0.15% | +0.7% |
| Q1 2023 | $1,498,790 | +4.8% | 58,707 | +3.5% | 0.14% | 0.0% |
| Q4 2022 | $1,429,735 | +66.4% | 56,713 | +62.5% | 0.14% | +52.6% |
| Q3 2022 | $859,000 | +45.8% | 34,891 | +50.2% | 0.10% | +48.4% |
| Q2 2022 | $589,000 | +2.4% | 23,228 | +3.0% | 0.06% | +18.5% |
| Q1 2022 | $575,000 | 0.0% | 22,551 | +5.4% | 0.05% | -3.6% |
| Q4 2021 | $575,000 | +62.9% | 21,386 | +63.0% | 0.06% | +51.4% |
| Q3 2021 | $353,000 | -0.3% | 13,118 | 0.0% | 0.04% | +2.8% |
| Q2 2021 | $354,000 | +0.6% | 13,118 | 0.0% | 0.04% | -16.3% |
| Q1 2021 | $352,000 | – | 13,118 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 145,350 | $3,920,000 | 1.31% |
| Azimuth Capital Management LLC | 646,950 | $17,451,000 | 0.75% |
| CHILDRESS CAPITAL ADVISORS, LLC | 42,100 | $1,135,000 | 0.52% |
| Roof Eidam Maycock Peralta, LLC | 37,600 | $1,014,000 | 0.38% |
| Prism Advisors, Inc. | 37,953 | $1,024,000 | 0.36% |
| Lee Financial Co | 51,300 | $1,384,000 | 0.29% |
| CGN Advisors LLC | 30,722 | $829,000 | 0.26% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 217,103 | $5,856,000 | 0.23% |
| SENTINEL PENSION ADVISORS INC | 17,727 | $478,000 | 0.17% |
| Peloton Wealth Strategists | 9,200 | $248,000 | 0.10% |