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 | $6,107,276 | +12.9% | 246,162 | +14.6% | 0.00% | 0.0% |
| Q2 2023 | $5,407,921 | -3.0% | 214,770 | -1.7% | 0.00% | 0.0% |
| Q1 2023 | $5,577,879 | -8.3% | 218,483 | -9.4% | 0.00% | -20.0% |
| Q4 2022 | $6,080,224 | +24.4% | 241,183 | +21.5% | 0.01% | 0.0% |
| Q3 2022 | $4,888,000 | +16.3% | 198,438 | +19.6% | 0.01% | +25.0% |
| Q2 2022 | $4,204,000 | +78.5% | 165,923 | +79.7% | 0.00% | +100.0% |
| Q1 2022 | $2,355,000 | +0.1% | 92,309 | +5.5% | 0.00% | 0.0% |
| Q4 2021 | $2,352,000 | +72.3% | 87,530 | +72.4% | 0.00% | +100.0% |
| Q3 2021 | $1,365,000 | +31.2% | 50,765 | +31.7% | 0.00% | 0.0% |
| Q2 2021 | $1,040,000 | +8.1% | 38,554 | +7.5% | 0.00% | 0.0% |
| Q1 2021 | $962,000 | +125.8% | 35,851 | +128.2% | 0.00% | 0.0% |
| Q4 2020 | $426,000 | – | 15,713 | – | 0.00% | – |
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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% |