ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 117 filers reported holding ISHARES TR in Q2 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. | 150,901 | $4,057,000 | 1.38% |
| Azimuth Capital Management LLC | 643,800 | $17,309,000 | 0.74% |
| CHILDRESS CAPITAL ADVISORS, LLC | 42,100 | $1,131,000 | 0.46% |
| Roof Eidam Maycock Peralta, LLC | 37,600 | $1,011,000 | 0.37% |
| Prism Advisors, Inc. | 37,953 | $1,020,000 | 0.36% |
| SENTINEL PENSION ADVISORS INC | 39,095 | $1,051,000 | 0.36% |
| CGN Advisors LLC | 32,549 | $875,000 | 0.29% |
| Lee Financial Co | 51,300 | $1,379,000 | 0.28% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 254,151 | $6,833,000 | 0.27% |
| Sound View Wealth Advisors Group, LLC | 29,698 | $798,000 | 0.17% |