ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 51 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $757,210 | -60.5% | 30,520 | -60.1% | 0.03% | -19.0% |
| Q2 2023 | $1,918,896 | +59.4% | 76,420 | +58.9% | 0.04% | -19.2% |
| Q1 2023 | $1,203,978 | +87974.5% | 48,081 | -11.9% | 0.05% | +40.5% |
| Q4 2022 | $1,367 | -99.8% | 54,580 | +89.9% | 0.04% | +94.7% |
| Q3 2022 | $719,000 | +389.1% | 28,735 | +388.8% | 0.02% | +280.0% |
| Q2 2022 | $147,000 | -24.2% | 5,879 | -24.2% | 0.01% | +150.0% |
| Q1 2022 | $194,000 | – | 7,758 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2020 | $51,000 | 0.0% | 1,879 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $51,000 | – | 1,879 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 177,963 | $4,539,000 | 1.55% |
| Karp Capital Management Corp | 259,072 | $6,608,000 | 0.96% |
| Virginia National Bank | 24,843 | $634,000 | 0.72% |
| Azimuth Capital Management LLC | 594,300 | $15,160,000 | 0.65% |
| SENTINEL PENSION ADVISORS INC | 39,211 | $1,000,000 | 0.34% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 335,577 | $8,383,000 | 0.34% |
| Roof Eidam Maycock Peralta, LLC | 39,500 | $1,008,000 | 0.33% |
| Prism Advisors, Inc. | 37,496 | $956,000 | 0.32% |
| CFS Investment Advisory Services, LLC | 1,413,849 | $55,000 | 0.24% |
| Lee Financial Co | 51,300 | $1,309,000 | 0.23% |