ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 90 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,184,255 | -7.8% | 47,733 | -6.4% | 0.10% | -3.8% |
| Q2 2023 | $1,284,582 | -34.6% | 51,016 | -33.7% | 0.11% | -36.5% |
| Q1 2023 | $1,964,022 | +7.9% | 76,930 | +6.6% | 0.17% | +1.2% |
| Q4 2022 | $1,820,111 | -29.5% | 72,198 | -31.1% | 0.16% | -32.7% |
| Q3 2022 | $2,580,000 | +3.4% | 104,758 | +6.4% | 0.24% | +9.9% |
| Q2 2022 | $2,495,000 | -15.4% | 98,458 | -14.9% | 0.22% | -2.6% |
| Q1 2022 | $2,950,000 | +298.6% | 115,631 | +320.1% | 0.23% | +308.9% |
| Q4 2021 | $740,000 | – | 27,524 | – | 0.06% | – |
Download | ||||||
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% |