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 | $16,862,259 | -1.2% | 665,966 | -1.1% | 0.02% | -4.2% |
| Q1 2024 | $17,072,185 | -3.1% | 673,459 | -2.4% | 0.02% | -7.7% |
| Q4 2023 | $17,611,901 | +25.0% | 690,365 | +21.5% | 0.03% | +13.0% |
| Q3 2023 | $14,091,708 | -23.8% | 567,985 | -22.6% | 0.02% | -23.3% |
| Q2 2023 | $18,485,695 | +3.6% | 734,142 | +5.0% | 0.03% | 0.0% |
| Q1 2023 | $17,849,172 | +0.1% | 699,145 | -1.1% | 0.03% | -6.2% |
| Q4 2022 | $17,828,738 | +168.3% | 707,209 | +162.1% | 0.03% | +128.6% |
| Q3 2022 | $6,646,000 | +32.9% | 269,803 | +36.7% | 0.01% | +40.0% |
| Q2 2022 | $5,002,000 | +48.6% | 197,438 | +49.6% | 0.01% | +66.7% |
| Q1 2022 | $3,366,000 | +10.8% | 131,938 | +16.7% | 0.01% | +20.0% |
| Q4 2021 | $3,037,000 | +9.1% | 113,011 | +9.2% | 0.01% | 0.0% |
| Q3 2021 | $2,783,000 | +5.2% | 103,506 | +5.5% | 0.01% | 0.0% |
| Q2 2021 | $2,646,000 | -2.7% | 98,096 | -3.2% | 0.01% | -16.7% |
| Q1 2021 | $2,720,000 | +36.3% | 101,380 | +37.6% | 0.01% | +50.0% |
| Q4 2020 | $1,995,000 | +68.8% | 73,665 | +67.7% | 0.00% | +33.3% |
| Q3 2020 | $1,182,000 | +186.9% | 43,916 | +184.4% | 0.00% | +200.0% |
| Q2 2020 | $412,000 | – | 15,441 | – | 0.00% | – |
Download | ||||||
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% |