ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 113 filers reported holding ISHARES TR in Q1 2023. 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 ↓ |
|---|---|---|---|
| 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% |