ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 108 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $365 | -78.3% | 14,719 | -78.0% | 0.00% | -75.0% |
| Q2 2023 | $1,682 | -12.4% | 66,797 | -11.2% | 0.01% | -11.1% |
| Q1 2023 | $1,920 | +28.8% | 75,206 | +27.2% | 0.01% | +12.5% |
| Q4 2022 | $1,491 | -99.7% | 59,128 | +145.8% | 0.01% | +166.7% |
| Q3 2022 | $592,000 | +194.5% | 24,054 | +222.4% | 0.00% | +200.0% |
| Q2 2021 | $201,000 | -9.5% | 7,462 | -9.0% | 0.00% | 0.0% |
| Q4 2020 | $222,000 | +0.5% | 8,200 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $221,000 | – | 8,200 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 150,901 | $4,057,000 | 1.38% |
| Azimuth Capital Management LLC | 643,800 | $17,309,000 | 0.74% |
| CHILDRESS CAPITAL ADVISORS, LLC | 42,100 | $1,131,000 | 0.46% |
| Roof Eidam Maycock Peralta, LLC | 37,600 | $1,011,000 | 0.37% |
| Prism Advisors, Inc. | 37,953 | $1,020,000 | 0.36% |
| SENTINEL PENSION ADVISORS INC | 39,095 | $1,051,000 | 0.36% |
| CGN Advisors LLC | 32,549 | $875,000 | 0.29% |
| Lee Financial Co | 51,300 | $1,379,000 | 0.28% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 254,151 | $6,833,000 | 0.27% |
| Sound View Wealth Advisors Group, LLC | 29,698 | $798,000 | 0.17% |