ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 2 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,511 | -2.5% | 867,045 | -1.1% | 0.08% | -6.8% |
| Q2 2023 | $22,069 | -0.9% | 876,444 | +0.4% | 0.09% | -12.9% |
| Q1 2023 | $22,277 | +6.7% | 872,589 | +5.4% | 0.10% | -3.8% |
| Q4 2022 | $20,873 | -99.9% | 827,956 | +28.0% | 0.10% | +10.5% |
| Q3 2022 | $15,936,000 | +27.8% | 646,997 | +31.4% | 0.10% | +25.0% |
| Q2 2022 | $12,474,000 | +183.7% | 492,274 | +185.6% | 0.08% | +192.3% |
| Q1 2022 | $4,397,000 | +14.3% | 172,369 | +20.4% | 0.03% | +8.3% |
| Q4 2021 | $3,847,000 | +15.5% | 143,155 | +15.6% | 0.02% | +4.3% |
| Q3 2021 | $3,330,000 | +31.7% | 123,860 | +32.1% | 0.02% | +21.1% |
| Q2 2021 | $2,529,000 | +17.0% | 93,760 | +16.4% | 0.02% | -5.0% |
| Q1 2021 | $2,161,000 | – | 80,552 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 160,616 | $4,316,000 | 1.40% |
| Karp Capital Management Corp | 240,639 | $6,467,000 | 0.81% |
| Azimuth Capital Management LLC | 630,800 | $16,953,000 | 0.68% |
| CHILDRESS CAPITAL ADVISORS, LLC | 42,100 | $1,131,000 | 0.47% |
| SENTINEL PENSION ADVISORS INC | 44,910 | $1,207,000 | 0.38% |
| Roof Eidam Maycock Peralta, LLC | 37,600 | $1,011,000 | 0.34% |
| Prism Advisors, Inc. | 37,953 | $1,020,000 | 0.33% |
| CGN Advisors LLC | 37,857 | $1,017,000 | 0.26% |
| Lee Financial Co | 51,300 | $1,379,000 | 0.26% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 275,737 | $7,410,000 | 0.26% |