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 | $1,558,666 | +2.6% | 62,823 | +4.1% | 0.00% | -33.3% |
| Q2 2023 | $1,519,446 | +3.8% | 60,343 | +5.2% | 0.00% | 0.0% |
| Q1 2023 | $1,464,411 | +69.6% | 57,361 | +67.5% | 0.00% | +50.0% |
| Q4 2022 | $863,604 | +385.2% | 34,236 | +374.7% | 0.00% | – |
| Q3 2022 | $178,000 | -2.7% | 7,212 | 0.0% | 0.00% | – |
| Q2 2022 | $183,000 | -0.5% | 7,212 | 0.0% | 0.00% | – |
| Q1 2022 | $184,000 | +8.9% | 7,212 | +14.6% | 0.00% | – |
| Q4 2021 | $169,000 | +13.4% | 6,295 | +13.4% | 0.00% | – |
| Q3 2021 | $149,000 | -0.7% | 5,550 | 0.0% | 0.00% | – |
| Q2 2021 | $150,000 | – | 5,550 | – | 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% |