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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $981,680 | -4.6% | 39,568 | -3.2% | 0.11% | -0.9% |
| Q2 2023 | $1,029,001 | +0.5% | 40,866 | +1.9% | 0.11% | -6.8% |
| Q1 2023 | $1,024,106 | +30.1% | 40,114 | +28.4% | 0.12% | +25.8% |
| Q4 2022 | $787,368 | +146.8% | 31,232 | +140.9% | 0.09% | +126.8% |
| Q3 2022 | $319,000 | +25.6% | 12,966 | +29.5% | 0.04% | +32.3% |
| Q2 2022 | $254,000 | +25.7% | 10,012 | +26.5% | 0.03% | +40.9% |
| Q1 2022 | $202,000 | +23.2% | 7,916 | +29.5% | 0.02% | +22.2% |
| Q4 2021 | $164,000 | +17.1% | 6,115 | +17.3% | 0.02% | +5.9% |
| Q3 2021 | $140,000 | -16.2% | 5,213 | -16.2% | 0.02% | +54.5% |
| Q2 2021 | $167,000 | +101.2% | 6,223 | +100.0% | 0.01% | 0.0% |
| Q1 2021 | $83,000 | +730.0% | 3,111 | +708.1% | 0.01% | +450.0% |
| Q2 2020 | $10,000 | 0.0% | 385 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $10,000 | 0.0% | 385 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $10,000 | – | 385 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 150,901 | $4,057,000 | 1.38% |
| Azimuth Capital Management LLC | 643,800 | $17,309,000 | 0.74% |
| CHILDRESS CAPITAL ADVISORS, LLC | 42,100 | $1,131,000 | 0.46% |
| Roof Eidam Maycock Peralta, LLC | 37,600 | $1,011,000 | 0.37% |
| Prism Advisors, Inc. | 37,953 | $1,020,000 | 0.36% |
| SENTINEL PENSION ADVISORS INC | 39,095 | $1,051,000 | 0.36% |
| CGN Advisors LLC | 32,549 | $875,000 | 0.29% |
| Lee Financial Co | 51,300 | $1,379,000 | 0.28% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 254,151 | $6,833,000 | 0.27% |
| Sound View Wealth Advisors Group, LLC | 29,698 | $798,000 | 0.17% |