ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 60 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $224,369 | -69.3% | 8,900 | -70.0% | 0.01% | -71.4% |
| Q3 2022 | $731,000 | -3.9% | 29,697 | -1.2% | 0.04% | +2.9% |
| Q2 2022 | $761,000 | -26.0% | 30,047 | -25.4% | 0.03% | -8.1% |
| Q1 2022 | $1,028,000 | +1.7% | 40,297 | +7.2% | 0.04% | +12.1% |
| Q4 2021 | $1,011,000 | -14.9% | 37,600 | -14.9% | 0.03% | -26.7% |
| Q3 2021 | $1,188,000 | +18.1% | 44,200 | +18.5% | 0.04% | +18.4% |
| Q2 2021 | $1,006,000 | +1.0% | 37,300 | +0.4% | 0.04% | -9.5% |
| Q1 2021 | $996,000 | – | 37,150 | – | 0.04% | – |
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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% |