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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $89 | +2.3% | 3,520 | +3.8% | 0.01% | 0.0% |
| Q1 2023 | $87 | +2.4% | 3,390 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $85 | -99.9% | 3,390 | +45.5% | 0.01% | +40.0% |
| Q3 2022 | $57,000 | -23.0% | 2,330 | -19.9% | 0.01% | -16.7% |
| Q2 2022 | $74,000 | +37.0% | 2,909 | +36.6% | 0.01% | +50.0% |
| Q1 2022 | $54,000 | +63.6% | 2,130 | +73.2% | 0.00% | +100.0% |
| Q4 2021 | $33,000 | +560.0% | 1,230 | +583.3% | 0.00% | – |
| Q3 2021 | $5,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q2 2021 | $5,000 | – | 180 | – | 0.00% | – |
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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% |