ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 74 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,351,917 | +22.1% | 53,393 | +22.3% | 0.02% | +21.1% |
| Q1 2024 | $1,106,800 | +15.7% | 43,661 | +16.4% | 0.02% | +5.6% |
| Q4 2023 | $956,789 | +6.7% | 37,505 | +3.7% | 0.02% | -5.3% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prism Advisors, Inc. | 23,850 | $615,000 | 0.40% |
| Lee Financial Co | 38,500 | $993,000 | 0.33% |
| Peloton Wealth Strategists | 8,000 | $206,000 | 0.17% |
| FinTrust Capital Advisors, LLC | 6,366 | $164,000 | 0.08% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 146,062 | $3,768,000 | 0.07% |
| Beacon Pointe Advisors, LLC | 14,558 | $376,000 | 0.06% |
| CAPITAL ONE FINANCIAL CORP | 12,998 | $335,000 | 0.05% |
| CENTRAL TRUST Co | 32,950 | $850,000 | 0.05% |
| Asset Dedication, LLC | 5,777 | $147,000 | 0.04% |
| Forvis Mazars Wealth Advisors, LLC | 8,000 | $206,000 | 0.02% |