ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 74 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $355,428 | -42.8% | 14,326 | -41.9% | 0.07% | -39.8% |
| Q2 2023 | $621,740 | +77.3% | 24,638 | +79.4% | 0.12% | +61.6% |
| Q1 2023 | $350,690 | +2.6% | 13,731 | +1.2% | 0.07% | -7.6% |
| Q4 2022 | $341,948 | +36.8% | 13,564 | +33.8% | 0.08% | +21.5% |
| Q3 2022 | $250,000 | -22.1% | 10,139 | -20.1% | 0.06% | -19.8% |
| Q2 2022 | $321,000 | -0.6% | 12,683 | 0.0% | 0.08% | +12.5% |
| Q1 2022 | $323,000 | +7.0% | 12,683 | +13.0% | 0.07% | +4.3% |
| Q4 2021 | $302,000 | +1.0% | 11,225 | +0.9% | 0.07% | -1.4% |
| Q3 2021 | $299,000 | -0.3% | 11,121 | 0.0% | 0.07% | -6.7% |
| Q2 2021 | $300,000 | +30.4% | 11,121 | +30.5% | 0.08% | +23.0% |
| Q1 2021 | $230,000 | +6.0% | 8,522 | +6.3% | 0.06% | +22.0% |
| Q4 2020 | $217,000 | +1.9% | 8,018 | +1.5% | 0.05% | -12.3% |
| Q3 2020 | $213,000 | -5.3% | 7,902 | -6.5% | 0.06% | -14.9% |
| Q2 2020 | $225,000 | – | 8,447 | – | 0.07% | – |
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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% |