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 | $46 | +48.4% | 1,839 | +49.1% | 0.01% | +25.0% |
| Q2 2023 | $31 | 0.0% | 1,233 | +0.3% | 0.00% | 0.0% |
| Q1 2023 | $31 | 0.0% | 1,229 | +0.3% | 0.00% | 0.0% |
| Q4 2022 | $31 | -99.9% | 1,225 | +0.3% | 0.00% | -20.0% |
| Q3 2022 | $30,000 | -3.2% | 1,221 | +0.2% | 0.01% | 0.0% |
| Q2 2022 | $31,000 | 0.0% | 1,218 | +0.2% | 0.01% | +25.0% |
| Q1 2022 | $31,000 | +40.9% | 1,216 | +49.2% | 0.00% | +33.3% |
| Q4 2021 | $22,000 | 0.0% | 815 | +0.2% | 0.00% | 0.0% |
| Q3 2021 | $22,000 | 0.0% | 813 | +0.1% | 0.00% | 0.0% |
| Q2 2021 | $22,000 | 0.0% | 812 | +0.1% | 0.00% | -25.0% |
| Q1 2021 | $22,000 | – | 811 | – | 0.00% | – |
Download | ||||||
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% |