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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,565,999 | +2.0% | 224,345 | +3.5% | 1.77% | +4.9% |
| Q2 2023 | $5,459,175 | -2.7% | 216,806 | -1.3% | 1.69% | -7.5% |
| Q1 2023 | $5,610,268 | +20.1% | 219,752 | +18.6% | 1.82% | +8.4% |
| Q4 2022 | $4,670,328 | +329.3% | 185,257 | +11.6% | 1.68% | +312.5% |
| Q3 2022 | $1,088,000 | -76.7% | 165,979 | -10.1% | 0.41% | -76.3% |
| Q2 2022 | $4,678,000 | +3.1% | 184,626 | +3.7% | 1.72% | +11.1% |
| Q1 2022 | $4,539,000 | +5.2% | 177,963 | +10.8% | 1.55% | +10.3% |
| Q4 2021 | $4,316,000 | +6.4% | 160,616 | +6.4% | 1.40% | +2.0% |
| Q3 2021 | $4,057,000 | +3.5% | 150,901 | +3.8% | 1.38% | +5.0% |
| Q2 2021 | $3,920,000 | +24.4% | 145,350 | +23.7% | 1.31% | +17.8% |
| Q1 2021 | $3,151,000 | +16.7% | 117,479 | +17.8% | 1.11% | +7.8% |
| Q4 2020 | $2,701,000 | +18.7% | 99,744 | +18.0% | 1.03% | +2.6% |
| Q3 2020 | $2,276,000 | +63.3% | 84,540 | +61.7% | 1.00% | +47.4% |
| Q2 2020 | $1,394,000 | – | 52,278 | – | 0.68% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 160,616 | $4,316,000 | 1.40% |
| Karp Capital Management Corp | 240,639 | $6,467,000 | 0.81% |
| Azimuth Capital Management LLC | 630,800 | $16,953,000 | 0.68% |
| CHILDRESS CAPITAL ADVISORS, LLC | 42,100 | $1,131,000 | 0.47% |
| SENTINEL PENSION ADVISORS INC | 44,910 | $1,207,000 | 0.38% |
| Roof Eidam Maycock Peralta, LLC | 37,600 | $1,011,000 | 0.34% |
| Prism Advisors, Inc. | 37,953 | $1,020,000 | 0.33% |
| CGN Advisors LLC | 37,857 | $1,017,000 | 0.26% |
| Lee Financial Co | 51,300 | $1,379,000 | 0.26% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 275,737 | $7,410,000 | 0.26% |