ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 43 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $509,160 | -90.0% | 20,109 | -90.0% | 0.00% | -100.0% |
| Q1 2024 | $5,085,996 | +14.7% | 200,631 | +13.9% | 0.00% | 0.0% |
| Q2 2023 | $4,434,979 | +11.3% | 176,131 | +12.9% | 0.00% | -50.0% |
| Q1 2023 | $3,984,365 | +704.8% | 156,066 | +694.7% | 0.00% | – |
| Q4 2022 | $495,099 | -81.6% | 19,639 | -82.0% | 0.00% | -100.0% |
| Q3 2022 | $2,691,000 | +20.1% | 109,260 | +23.6% | 0.00% | 0.0% |
| Q2 2022 | $2,240,000 | -52.4% | 88,388 | -52.1% | 0.00% | -50.0% |
| Q1 2022 | $4,710,000 | +72.7% | 184,628 | +81.9% | 0.00% | +100.0% |
| Q4 2021 | $2,728,000 | +277.3% | 101,502 | +277.5% | 0.00% | – |
| Q3 2021 | $723,000 | -5.0% | 26,887 | -4.7% | 0.00% | – |
| Q2 2021 | $761,000 | -33.2% | 28,207 | -32.9% | 0.00% | -100.0% |
| Q4 2020 | $1,139,000 | -23.8% | 42,059 | -24.3% | 0.00% | 0.0% |
| Q3 2020 | $1,495,000 | +154.7% | 55,535 | +152.2% | 0.00% | – |
| Q2 2020 | $587,000 | -47.4% | 22,024 | -49.0% | 0.00% | -100.0% |
| Q1 2020 | $1,115,000 | -48.0% | 43,213 | -47.7% | 0.00% | -66.7% |
| Q4 2019 | $2,145,000 | +634.6% | 82,664 | +624.7% | 0.00% | +200.0% |
| Q2 2019 | $292,000 | – | 11,406 | – | 0.00% | – |
Download | ||||||
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% |