ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 30 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $948,238 | -2.9% | 38,220 | -1.5% | 0.05% | +1.9% |
| Q2 2023 | $976,606 | +0.5% | 38,785 | +1.9% | 0.05% | -5.5% |
| Q1 2023 | $971,544 | +14.3% | 38,055 | +12.9% | 0.06% | +7.8% |
| Q4 2022 | $850,081 | +22.8% | 33,720 | +20.0% | 0.05% | +15.9% |
| Q3 2022 | $692,000 | -2.1% | 28,105 | +0.8% | 0.04% | +4.8% |
| Q2 2022 | $707,000 | -16.9% | 27,890 | -16.4% | 0.04% | -2.3% |
| Q1 2022 | $851,000 | +8.1% | 33,375 | +14.0% | 0.04% | +13.2% |
| Q4 2021 | $787,000 | +31.2% | 29,275 | +31.2% | 0.04% | +18.8% |
| Q3 2021 | $600,000 | +25.5% | 22,320 | +25.9% | 0.03% | +28.0% |
| Q2 2021 | $478,000 | -4.4% | 17,735 | -4.9% | 0.02% | -13.8% |
| Q1 2021 | $500,000 | -9.7% | 18,643 | -8.8% | 0.03% | -14.7% |
| Q4 2020 | $554,000 | +24.2% | 20,450 | +23.4% | 0.03% | +13.3% |
| Q3 2020 | $446,000 | +102.7% | 16,575 | +101.0% | 0.03% | +87.5% |
| Q2 2020 | $220,000 | +171.6% | 8,245 | +161.3% | 0.02% | +128.6% |
| Q1 2020 | $81,000 | – | 3,155 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 160,616 | $4,316,000 | 1.40% |
| Karp Capital Management Corp | 240,639 | $6,467,000 | 0.81% |
| Azimuth Capital Management LLC | 630,800 | $16,953,000 | 0.68% |
| CHILDRESS CAPITAL ADVISORS, LLC | 42,100 | $1,131,000 | 0.47% |
| SENTINEL PENSION ADVISORS INC | 44,910 | $1,207,000 | 0.38% |
| Roof Eidam Maycock Peralta, LLC | 37,600 | $1,011,000 | 0.34% |
| Prism Advisors, Inc. | 37,953 | $1,020,000 | 0.33% |
| CGN Advisors LLC | 37,857 | $1,017,000 | 0.26% |
| Lee Financial Co | 51,300 | $1,379,000 | 0.26% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 275,737 | $7,410,000 | 0.26% |