ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 137 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $528,049 | +9.7% | 20,855 | +9.8% | 0.09% | +6.2% |
| Q1 2024 | $481,397 | +4.8% | 18,990 | +5.5% | 0.08% | -3.6% |
| Q4 2023 | $459,172 | +29.2% | 17,999 | +25.6% | 0.08% | +18.3% |
| 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% | – |
Download | ||||||
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% |