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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $607,680 | -0.1% | 24,000 | 0.0% | 0.02% | 0.0% |
| Q1 2024 | $608,400 | -0.7% | 24,000 | -0.0% | 0.02% | -9.5% |
| Q4 2023 | $612,545 | +1.3% | 24,011 | -1.5% | 0.02% | -30.0% |
| Q3 2023 | $604,570 | +0.0% | 24,368 | +1.5% | 0.03% | +3.4% |
| Q2 2023 | $604,320 | +31.5% | 24,000 | +33.3% | 0.03% | +3.6% |
| Q1 2023 | $459,540 | +1.3% | 18,000 | 0.0% | 0.03% | -12.5% |
| Q4 2022 | $453,780 | +2.4% | 18,000 | 0.0% | 0.03% | -11.1% |
| Q3 2022 | $443,000 | -2.9% | 18,000 | 0.0% | 0.04% | -5.3% |
| Q2 2022 | $456,000 | -0.7% | 18,000 | 0.0% | 0.04% | +15.2% |
| Q1 2022 | $459,000 | +113.5% | 18,000 | +125.0% | 0.03% | +106.2% |
| Q4 2021 | $215,000 | – | 8,000 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prism Advisors, Inc. | 23,850 | $615,000 | 0.40% |
| Lee Financial Co | 38,500 | $993,000 | 0.33% |
| Peloton Wealth Strategists | 8,000 | $206,000 | 0.17% |
| FinTrust Capital Advisors, LLC | 6,366 | $164,000 | 0.08% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 146,062 | $3,768,000 | 0.07% |
| Beacon Pointe Advisors, LLC | 14,558 | $376,000 | 0.06% |
| CAPITAL ONE FINANCIAL CORP | 12,998 | $335,000 | 0.05% |
| CENTRAL TRUST Co | 32,950 | $850,000 | 0.05% |
| Asset Dedication, LLC | 5,777 | $147,000 | 0.04% |
| Forvis Mazars Wealth Advisors, LLC | 8,000 | $206,000 | 0.02% |