ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 60 filers reported holding ISHARES TR in Q1 2021. 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. | 160,616 | $4,316,000 | 1.40% |
| Karp Capital Management Corp | 240,639 | $6,467,000 | 0.81% |
| Azimuth Capital Management LLC | 630,800 | $16,953,000 | 0.68% |
| CHILDRESS CAPITAL ADVISORS, LLC | 42,100 | $1,131,000 | 0.47% |
| SENTINEL PENSION ADVISORS INC | 44,910 | $1,207,000 | 0.38% |
| Roof Eidam Maycock Peralta, LLC | 37,600 | $1,011,000 | 0.34% |
| Prism Advisors, Inc. | 37,953 | $1,020,000 | 0.33% |
| CGN Advisors LLC | 37,857 | $1,017,000 | 0.26% |
| Lee Financial Co | 51,300 | $1,379,000 | 0.26% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 275,737 | $7,410,000 | 0.26% |