ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 74 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,037,320 | +0.4% | 122,423 | +1.9% | 0.02% | +25.0% |
| Q2 2023 | $3,025,407 | -4.9% | 120,151 | -3.6% | 0.02% | -11.1% |
| Q1 2023 | $3,182,448 | -13.1% | 124,655 | -14.2% | 0.02% | -14.3% |
| Q4 2022 | $3,662,749 | +0.7% | 145,290 | -1.6% | 0.02% | 0.0% |
| Q3 2022 | $3,636,000 | +1.4% | 147,614 | +4.3% | 0.02% | +5.0% |
| Q2 2022 | $3,585,000 | -5.0% | 141,461 | -4.4% | 0.02% | +11.1% |
| Q1 2022 | $3,773,000 | -6.4% | 147,921 | -1.3% | 0.02% | -5.3% |
| Q4 2021 | $4,030,000 | – | 149,922 | – | 0.02% | – |
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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% |