ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 51 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $201,440 | -1.4% | 8,000 | 0.0% | 0.01% | -14.3% |
| Q1 2023 | $204,240 | +1.3% | 8,000 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $201,680 | -0.7% | 8,000 | 0.0% | 0.01% | -12.5% |
| Q2 2022 | $203,000 | -0.5% | 8,000 | 0.0% | 0.01% | -11.1% |
| Q1 2022 | $204,000 | -5.1% | 8,000 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $215,000 | 0.0% | 8,000 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $215,000 | -0.5% | 8,000 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $216,000 | +0.5% | 8,000 | 0.0% | 0.01% | -9.1% |
| Q1 2021 | $215,000 | -0.9% | 8,000 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $217,000 | +0.9% | 8,000 | 0.0% | 0.01% | -15.4% |
| Q3 2020 | $215,000 | +0.9% | 8,000 | 0.0% | 0.01% | -7.1% |
| Q2 2020 | $213,000 | +3.4% | 8,000 | 0.0% | 0.01% | -17.6% |
| Q1 2020 | $206,000 | -1.0% | 8,000 | 0.0% | 0.02% | +13.3% |
| Q4 2019 | $208,000 | +0.5% | 8,000 | 0.0% | 0.02% | -11.8% |
| Q3 2019 | $207,000 | +1.0% | 8,000 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $205,000 | – | 8,000 | – | 0.02% | – |
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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% |