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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $245,281 | +2.6% | 9,730 | +0.4% | 0.04% | -5.3% |
| Q3 2022 | $239,000 | -2.4% | 9,691 | +0.2% | 0.04% | +2.7% |
| Q2 2022 | $245,000 | -33.8% | 9,669 | -33.3% | 0.04% | -26.0% |
| Q1 2022 | $370,000 | -9.8% | 14,499 | -5.0% | 0.05% | -9.1% |
| Q4 2021 | $410,000 | +1.0% | 15,258 | +1.2% | 0.06% | -8.3% |
| Q3 2021 | $406,000 | +2.8% | 15,083 | +3.0% | 0.06% | 0.0% |
| Q2 2021 | $395,000 | +3.7% | 14,650 | +3.1% | 0.06% | -6.2% |
| Q1 2021 | $381,000 | +9.5% | 14,215 | +10.6% | 0.06% | -5.9% |
| Q4 2020 | $348,000 | – | 12,855 | – | 0.07% | – |
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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% |