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 | $999,309 | +25.8% | 40,278 | +27.7% | 0.01% | -7.7% |
| Q2 2023 | $794,095 | +28.5% | 31,537 | +30.3% | 0.01% | +18.2% |
| Q1 2023 | $617,974 | +16.0% | 24,206 | +14.5% | 0.01% | +10.0% |
| Q4 2022 | $532,757 | +7.2% | 21,132 | +5.5% | 0.01% | -9.1% |
| Q3 2022 | $497,000 | +1.0% | 20,038 | +2.9% | 0.01% | +10.0% |
| Q2 2022 | $492,000 | +52.8% | 19,474 | +54.5% | 0.01% | +150.0% |
| Q1 2022 | $322,000 | +47.0% | 12,608 | +54.9% | 0.00% | -33.3% |
| Q4 2021 | $219,000 | -45.7% | 8,142 | -45.7% | 0.01% | -40.0% |
| Q3 2021 | $403,000 | -0.7% | 15,005 | -0.3% | 0.01% | -28.6% |
| Q2 2021 | $406,000 | +0.2% | 15,047 | +0.1% | 0.01% | -44.0% |
| Q1 2021 | $405,000 | -0.5% | 15,030 | +0.1% | 0.02% | -10.7% |
| Q4 2020 | $407,000 | +2.0% | 15,019 | +1.4% | 0.03% | -28.2% |
| Q3 2020 | $399,000 | +8.4% | 14,818 | +7.3% | 0.04% | +5.4% |
| Q2 2020 | $368,000 | -2.1% | 13,806 | -5.2% | 0.04% | -38.3% |
| Q1 2020 | $376,000 | – | 14,558 | – | 0.06% | – |
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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% |