ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $90,681 | -1.5% | 3,655 | 0.0% | 0.03% | +3.8% |
| Q2 2023 | $92,033 | -1.4% | 3,655 | 0.0% | 0.03% | -7.1% |
| Q1 2023 | $93,312 | +101326.1% | 3,655 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $92 | -99.9% | 3,655 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $90,000 | -3.2% | 3,655 | 0.0% | 0.03% | +3.7% |
| Q2 2022 | $93,000 | 0.0% | 3,655 | 0.0% | 0.03% | +17.4% |
| Q1 2022 | $93,000 | – | 3,655 | – | 0.02% | – |
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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% |