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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,625,951 | +0.9% | 183,715 | +2.3% | 0.01% | -14.3% |
| Q1 2023 | $4,584,010 | +1548.9% | 179,554 | +1493.1% | 0.01% | – |
| Q3 2022 | $278,000 | -81.7% | 11,271 | -81.2% | 0.00% | -100.0% |
| Q2 2022 | $1,520,000 | +11.4% | 59,991 | +12.1% | 0.00% | 0.0% |
| Q1 2022 | $1,365,000 | +31.8% | 53,515 | +38.9% | 0.00% | +100.0% |
| Q4 2021 | $1,036,000 | +65.5% | 38,541 | +65.5% | 0.00% | 0.0% |
| Q3 2021 | $626,000 | -57.2% | 23,287 | -57.0% | 0.00% | -50.0% |
| Q2 2021 | $1,462,000 | +173.3% | 54,184 | +171.7% | 0.00% | +100.0% |
| Q1 2021 | $535,000 | -41.1% | 19,944 | -40.5% | 0.00% | -50.0% |
| Q4 2020 | $908,000 | +16.3% | 33,537 | +15.5% | 0.00% | 0.0% |
| Q3 2020 | $781,000 | +147.9% | 29,030 | +146.0% | 0.00% | +100.0% |
| Q2 2020 | $315,000 | +1.3% | 11,799 | -2.4% | 0.00% | 0.0% |
| Q1 2020 | $311,000 | +1.3% | 12,088 | +1.7% | 0.00% | 0.0% |
| Q4 2019 | $307,000 | +21.3% | 11,882 | +22.6% | 0.00% | 0.0% |
| Q3 2019 | $253,000 | – | 9,695 | – | 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% |