ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 154 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,689,888 | -0.6% | 66,741 | -0.5% | 0.35% | -3.6% |
| Q1 2024 | $1,699,595 | +1.4% | 67,045 | +2.0% | 0.36% | -8.8% |
| Q4 2023 | $1,676,807 | +0.4% | 65,729 | -2.4% | 0.40% | -2.0% |
| Q3 2023 | $1,670,888 | +4.5% | 67,347 | +6.0% | 0.41% | +5.2% |
| Q2 2023 | $1,599,564 | +0.9% | 63,525 | +2.3% | 0.39% | -3.7% |
| Q1 2023 | $1,585,942 | +3.3% | 62,096 | +1.9% | 0.40% | -16.6% |
| Q4 2022 | $1,535,637 | +39.6% | 60,914 | +36.4% | 0.48% | +25.5% |
| Q3 2022 | $1,100,000 | +10.6% | 44,655 | +13.7% | 0.38% | +15.0% |
| Q2 2022 | $995,000 | -0.5% | 39,279 | +0.2% | 0.33% | -1.5% |
| Q1 2022 | $1,000,000 | -17.1% | 39,211 | -12.7% | 0.34% | -10.8% |
| Q4 2021 | $1,207,000 | +14.8% | 44,910 | +14.9% | 0.38% | +6.1% |
| Q3 2021 | $1,051,000 | +119.9% | 39,095 | +120.5% | 0.36% | +114.4% |
| Q2 2021 | $478,000 | +0.6% | 17,727 | +0.2% | 0.17% | -4.0% |
| Q1 2021 | $475,000 | -0.8% | 17,699 | +0.1% | 0.17% | -0.6% |
| Q4 2020 | $479,000 | -23.8% | 17,678 | -24.3% | 0.18% | -28.0% |
| Q3 2020 | $629,000 | +34.1% | 23,367 | +32.9% | 0.24% | +24.0% |
| Q2 2020 | $469,000 | – | 17,585 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kathmere Capital Management, LLC | 687,481 | $17,407,019 | 1.84% |
| Praetorian Wealth Management, Inc. | 243,485 | $6,165,040 | 1.58% |
| Covington Investment Advisors Inc. | 298,350 | $7,554 | 1.21% |
| Paradiem, LLC | 135,772 | $3,437,747 | 0.86% |
| Newman Dignan & Sheerar, Inc. | 120,680 | $3,055,626 | 0.79% |
| Foundry Financial Group, Inc. | 43,133 | $1,092,128 | 0.75% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 49,385 | $1,250,428 | 0.73% |
| Signature Wealth Management Group | 60,707 | $1,537,100 | 0.67% |
| WJ Wealth Management, LLC | 66,092 | $1,673,451 | 0.61% |
| Quantum Financial Advisors, LLC | 127,475 | $3,227,676 | 0.57% |