ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 51 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,370,455 | +61.9% | 55,238 | +64.3% | 0.04% | +66.7% |
| Q2 2023 | $846,728 | -7.8% | 33,627 | -6.5% | 0.02% | -11.1% |
| Q1 2023 | $918,264 | +23.5% | 35,968 | +22.0% | 0.03% | +17.4% |
| Q4 2022 | $743,292 | +17.4% | 29,484 | +14.7% | 0.02% | +4.5% |
| Q3 2022 | $633,000 | +24.4% | 25,700 | +28.0% | 0.02% | +29.4% |
| Q2 2022 | $509,000 | -57.8% | 20,080 | -57.5% | 0.02% | -51.4% |
| Q1 2022 | $1,206,000 | +1.8% | 47,280 | +7.3% | 0.04% | +6.1% |
| Q4 2021 | $1,185,000 | +4.8% | 44,080 | +4.8% | 0.03% | -17.5% |
| Q3 2021 | $1,131,000 | -0.1% | 42,080 | +0.3% | 0.04% | -2.4% |
| Q2 2021 | $1,132,000 | -0.6% | 41,950 | -1.2% | 0.04% | -8.9% |
| Q1 2021 | $1,139,000 | -1.9% | 42,450 | -0.9% | 0.04% | -4.3% |
| Q4 2020 | $1,161,000 | +0.9% | 42,850 | +0.2% | 0.05% | -9.6% |
| Q3 2020 | $1,151,000 | +1.0% | 42,750 | 0.0% | 0.05% | -8.8% |
| Q2 2020 | $1,140,000 | +34.1% | 42,750 | +29.7% | 0.06% | +9.6% |
| Q1 2020 | $850,000 | +103.3% | 32,950 | +104.7% | 0.05% | +147.6% |
| Q4 2019 | $418,000 | +42.7% | 16,100 | +42.5% | 0.02% | +23.5% |
| Q3 2019 | $293,000 | +146.2% | 11,300 | +143.0% | 0.02% | +142.9% |
| Q2 2019 | $119,000 | – | 4,650 | – | 0.01% | – |
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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% |