ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 87 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,424,569 | +12.9% | 903,852 | +14.6% | 0.00% | 0.0% |
| Q2 2023 | $19,864,376 | +6.4% | 788,895 | +7.9% | 0.00% | 0.0% |
| Q1 2023 | $18,660,974 | +9.9% | 730,943 | +8.6% | 0.00% | 0.0% |
| Q4 2022 | $16,972,935 | +55.6% | 673,262 | +52.0% | 0.00% | +100.0% |
| Q3 2022 | $10,909,000 | +15.9% | 442,924 | +19.2% | 0.00% | 0.0% |
| Q2 2022 | $9,413,000 | +116.2% | 371,446 | +117.6% | 0.00% | – |
| Q1 2022 | $4,353,000 | -5.0% | 170,685 | +0.1% | 0.00% | – |
| Q4 2021 | $4,581,000 | +15.9% | 170,433 | +16.0% | 0.00% | – |
| Q3 2021 | $3,951,000 | +33.8% | 146,986 | +34.3% | 0.00% | – |
| Q2 2021 | $2,952,000 | +19.2% | 109,438 | +18.6% | 0.00% | – |
| Q1 2021 | $2,476,000 | +40.0% | 92,285 | +41.4% | 0.00% | – |
| Q4 2020 | $1,768,000 | -15.5% | 65,249 | -16.1% | 0.00% | – |
| Q3 2020 | $2,092,000 | +159.9% | 77,754 | +157.5% | 0.00% | – |
| Q2 2020 | $805,000 | +121.2% | 30,198 | +114.1% | 0.00% | – |
| Q1 2020 | $364,000 | +727.3% | 14,107 | +724.0% | 0.00% | – |
| Q4 2019 | $44,000 | – | 1,712 | – | 0.00% | – |
Download | ||||||
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% |