OGOREK ANTHONY JOSEPH /NY/ /ADV - ISHARES TR ownership

ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 137 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
OGOREK ANTHONY JOSEPH /NY/ /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$180.0%742
+0.4%
0.01%0.0%
Q1 2024$180.0%7390.0%0.01%
-14.3%
Q4 2023$180.0%7390.0%0.01%0.0%
Q3 2023$180.0%7390.0%0.01%0.0%
Q2 2023$187390.01%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Kathmere Capital Management, LLC 687,481$17,407,0191.84%
Praetorian Wealth Management, Inc. 243,485$6,165,0401.58%
Covington Investment Advisors Inc. 298,350$7,5541.21%
Paradiem, LLC 135,772$3,437,7470.86%
Newman Dignan & Sheerar, Inc. 120,680$3,055,6260.79%
Foundry Financial Group, Inc. 43,133$1,092,1280.75%
BLUE SQUARE ASSET MANAGEMENT, LLC 49,385$1,250,4280.73%
Signature Wealth Management Group 60,707$1,537,1000.67%
WJ Wealth Management, LLC 66,092$1,673,4510.61%
Quantum Financial Advisors, LLC 127,475$3,227,6760.57%
View complete list of ISHARES TR shareholders