ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 90 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $866 | -27.2% | 34,190 | -27.1% | 0.07% | -65.0% |
| Q1 2024 | $1,189 | -0.5% | 46,886 | +0.1% | 0.20% | -7.0% |
| Q4 2023 | $1,195 | -5.9% | 46,853 | -8.5% | 0.22% | +6.4% |
| Q3 2023 | $1,270 | -14.2% | 51,181 | -12.9% | 0.20% | +6.9% |
| Q2 2023 | $1,480 | -12.8% | 58,794 | -11.6% | 0.19% | -38.8% |
| Q1 2023 | $1,698 | +27.2% | 66,510 | +25.6% | 0.31% | +2.0% |
| Q4 2022 | $1,335 | -99.9% | 52,956 | -96.4% | 0.30% | -10.1% |
| Q3 2022 | $1,465,000 | -0.3% | 1,464,883 | +2427.4% | 0.34% | +49.8% |
| Q2 2022 | $1,469,000 | +2570.9% | 57,961 | -95.9% | 0.22% | -5.9% |
| Q1 2022 | $55,000 | -96.1% | 1,413,849 | +2516.2% | 0.24% | +25.8% |
| Q4 2021 | $1,414,000 | – | 54,042 | – | 0.19% | – |
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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% |