ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 112 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $338,383 | -1.5% | 13,639 | 0.0% | 1.54% | +30.2% |
| Q2 2023 | $343,430 | -1.4% | 13,639 | 0.0% | 1.18% | -3.2% |
| Q1 2023 | $348,203 | -0.4% | 13,639 | -1.6% | 1.22% | -5.0% |
| Q4 2022 | $349,587 | +7.6% | 13,867 | +5.1% | 1.29% | +24.2% |
| Q3 2022 | $325,000 | -48.0% | 13,190 | -46.5% | 1.04% | +6.0% |
| Q2 2022 | $625,000 | -1.4% | 24,647 | -0.8% | 0.98% | +35.1% |
| Q1 2022 | $634,000 | – | 24,843 | – | 0.72% | – |
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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% |