ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 69 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,756,967 | -3.2% | 796,331 | -1.8% | 0.01% | 0.0% |
| Q2 2023 | $20,420,062 | -1.8% | 810,964 | -0.5% | 0.01% | -10.0% |
| Q1 2023 | $20,802,341 | +5.6% | 814,819 | +4.2% | 0.01% | 0.0% |
| Q4 2022 | $19,706,331 | +18.0% | 781,687 | +15.3% | 0.01% | 0.0% |
| Q3 2022 | $16,701,000 | +14.8% | 678,075 | +18.1% | 0.01% | +25.0% |
| Q2 2022 | $14,544,000 | +89.3% | 573,958 | +90.6% | 0.01% | +100.0% |
| Q1 2022 | $7,682,000 | +4.3% | 301,171 | +9.9% | 0.00% | 0.0% |
| Q4 2021 | $7,364,000 | +137.2% | 274,026 | +137.3% | 0.00% | +100.0% |
| Q3 2021 | $3,105,000 | +19.9% | 115,498 | +20.4% | 0.00% | +100.0% |
| Q2 2021 | $2,589,000 | +37.1% | 95,965 | +36.4% | 0.00% | 0.0% |
| Q1 2021 | $1,888,000 | – | 70,373 | – | 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% |