ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 116 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,192 | +13.5% | 88,364 | +15.2% | 0.01% | +25.0% |
| Q2 2023 | $1,932 | +1.1% | 76,733 | +2.5% | 0.00% | 0.0% |
| Q1 2023 | $1,911 | +63.3% | 74,886 | +61.3% | 0.00% | +33.3% |
| Q4 2022 | $1,170 | -99.9% | 46,420 | +22.7% | 0.00% | +50.0% |
| Q3 2022 | $931,000 | +160.1% | 37,829 | +167.8% | 0.00% | +100.0% |
| Q2 2022 | $358,000 | -8.4% | 14,128 | -8.0% | 0.00% | 0.0% |
| Q1 2022 | $391,000 | -5.1% | 15,353 | -0.1% | 0.00% | 0.0% |
| Q4 2021 | $412,000 | 0.0% | 15,362 | +0.0% | 0.00% | 0.0% |
| Q3 2021 | $412,000 | -0.5% | 15,356 | +0.0% | 0.00% | 0.0% |
| Q2 2021 | $414,000 | +31.8% | 15,355 | +30.9% | 0.00% | 0.0% |
| Q1 2021 | $314,000 | +16.3% | 11,734 | +17.7% | 0.00% | 0.0% |
| Q4 2020 | $270,000 | – | 9,970 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 177,963 | $4,539,000 | 1.55% |
| Karp Capital Management Corp | 259,072 | $6,608,000 | 0.96% |
| Virginia National Bank | 24,843 | $634,000 | 0.72% |
| Azimuth Capital Management LLC | 594,300 | $15,160,000 | 0.65% |
| SENTINEL PENSION ADVISORS INC | 39,211 | $1,000,000 | 0.34% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 335,577 | $8,383,000 | 0.34% |
| Roof Eidam Maycock Peralta, LLC | 39,500 | $1,008,000 | 0.33% |
| Prism Advisors, Inc. | 37,496 | $956,000 | 0.32% |
| CFS Investment Advisory Services, LLC | 1,413,849 | $55,000 | 0.24% |
| Lee Financial Co | 51,300 | $1,309,000 | 0.23% |