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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $896,907 | +11.8% | 36,151 | +13.5% | 0.02% | +18.8% |
| Q2 2023 | $801,932 | +26.1% | 31,848 | +27.9% | 0.02% | +14.3% |
| Q1 2023 | $635,725 | +0.4% | 24,901 | -0.9% | 0.01% | -6.7% |
| Q4 2022 | $633,166 | +53.3% | 25,116 | +49.7% | 0.02% | +87.5% |
| Q3 2022 | $413,000 | -12.3% | 16,782 | -9.7% | 0.01% | -11.1% |
| Q2 2022 | $471,000 | -10.6% | 18,595 | -9.9% | 0.01% | 0.0% |
| Q1 2022 | $527,000 | -6.7% | 20,645 | -1.7% | 0.01% | -10.0% |
| Q4 2021 | $565,000 | +2.0% | 21,007 | +2.0% | 0.01% | 0.0% |
| Q3 2021 | $554,000 | +4.9% | 20,596 | +5.3% | 0.01% | 0.0% |
| Q2 2021 | $528,000 | +17.1% | 19,560 | +16.3% | 0.01% | +11.1% |
| Q1 2021 | $451,000 | +22.2% | 16,819 | +23.3% | 0.01% | +12.5% |
| Q4 2020 | $369,000 | – | 13,638 | – | 0.01% | – |
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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% |