ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 90 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $537,531 | -20.7% | 21,230 | -20.6% | 0.00% | 0.0% |
| Q1 2024 | $677,935 | -20.4% | 26,743 | -19.9% | 0.00% | -50.0% |
| Q4 2023 | $851,302 | -13.9% | 33,370 | -16.3% | 0.00% | +100.0% |
| Q3 2023 | $988,703 | +1.0% | 39,851 | +2.5% | 0.00% | 0.0% |
| Q2 2023 | $979,024 | -3.6% | 38,881 | -2.3% | 0.00% | 0.0% |
| Q1 2023 | $1,016,068 | +47.3% | 39,799 | +45.4% | 0.00% | 0.0% |
| Q4 2022 | $690,023 | -6.8% | 27,371 | -8.9% | 0.00% | 0.0% |
| Q3 2022 | $740,000 | +11.8% | 30,034 | +14.9% | 0.00% | 0.0% |
| Q2 2022 | $662,000 | -24.2% | 26,130 | -23.6% | 0.00% | 0.0% |
| Q1 2022 | $873,000 | -31.3% | 34,208 | -27.6% | 0.00% | -50.0% |
| Q4 2021 | $1,270,000 | -1.2% | 47,250 | -1.1% | 0.00% | 0.0% |
| Q3 2021 | $1,285,000 | -0.7% | 47,785 | -0.4% | 0.00% | 0.0% |
| Q2 2021 | $1,294,000 | – | 47,985 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kathmere Capital Management, LLC | 687,481 | $17,407,019 | 1.84% |
| Praetorian Wealth Management, Inc. | 243,485 | $6,165,040 | 1.58% |
| Covington Investment Advisors Inc. | 298,350 | $7,554 | 1.21% |
| Paradiem, LLC | 135,772 | $3,437,747 | 0.86% |
| Newman Dignan & Sheerar, Inc. | 120,680 | $3,055,626 | 0.79% |
| Foundry Financial Group, Inc. | 43,133 | $1,092,128 | 0.75% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 49,385 | $1,250,428 | 0.73% |
| Signature Wealth Management Group | 60,707 | $1,537,100 | 0.67% |
| WJ Wealth Management, LLC | 66,092 | $1,673,451 | 0.61% |
| Quantum Financial Advisors, LLC | 127,475 | $3,227,676 | 0.57% |