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 | $3,523 | -1.5% | 142 | 0.0% | 0.00% | – |
| Q2 2023 | $3,576 | -1.4% | 142 | 0.0% | 0.00% | – |
| Q1 2023 | $3,625 | +1.3% | 142 | 0.0% | 0.00% | – |
| Q4 2022 | $3,580 | +19.3% | 142 | +1.4% | 0.00% | – |
| Q3 2022 | $3,000 | -25.0% | 140 | 0.0% | 0.00% | – |
| Q2 2022 | $4,000 | 0.0% | 140 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | 0.0% | 140 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | +100.0% | 140 | +133.3% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q4 2019 | $2,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q3 2019 | $2,000 | – | 60 | – | 0.00% | – |
Download | ||||||
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% |