ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 112 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $283,586 | -1.5% | 11,430 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $287,816 | -16.7% | 11,430 | -15.5% | 0.00% | -50.0% |
| Q1 2023 | $345,531 | +1.8% | 13,534 | +0.5% | 0.00% | 0.0% |
| Q4 2022 | $339,352 | +346.5% | 13,461 | +351.7% | 0.00% | – |
| Q2 2022 | $76,000 | -73.3% | 2,980 | -73.3% | 0.00% | -100.0% |
| Q1 2022 | $285,000 | -11.8% | 11,172 | -7.0% | 0.00% | 0.0% |
| Q4 2021 | $323,000 | +2.2% | 12,018 | +2.3% | 0.00% | -33.3% |
| Q3 2021 | $316,000 | -9.7% | 11,744 | -9.4% | 0.00% | 0.0% |
| Q2 2021 | $350,000 | -43.9% | 12,966 | -44.3% | 0.00% | -57.1% |
| Q1 2021 | $624,000 | +17.5% | 23,277 | +18.7% | 0.01% | 0.0% |
| Q4 2020 | $531,000 | +9.5% | 19,612 | +9.0% | 0.01% | -12.5% |
| Q3 2020 | $485,000 | +16.9% | 17,992 | +15.4% | 0.01% | +14.3% |
| Q2 2020 | $415,000 | +10.4% | 15,588 | +5.3% | 0.01% | -12.5% |
| Q1 2020 | $376,000 | – | 14,810 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 177,963 | $4,539,000 | 1.55% |
| Karp Capital Management Corp | 259,072 | $6,608,000 | 0.96% |
| Virginia National Bank | 24,843 | $634,000 | 0.72% |
| Azimuth Capital Management LLC | 594,300 | $15,160,000 | 0.65% |
| SENTINEL PENSION ADVISORS INC | 39,211 | $1,000,000 | 0.34% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 335,577 | $8,383,000 | 0.34% |
| Roof Eidam Maycock Peralta, LLC | 39,500 | $1,008,000 | 0.33% |
| Prism Advisors, Inc. | 37,496 | $956,000 | 0.32% |
| CFS Investment Advisory Services, LLC | 1,413,849 | $55,000 | 0.24% |
| Lee Financial Co | 51,300 | $1,309,000 | 0.23% |