ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 75 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,725,652 | -2.9% | 230,780 | -1.4% | 0.00% | 0.0% |
| Q2 2023 | $5,894,462 | -17.4% | 234,093 | -16.2% | 0.00% | 0.0% |
| Q1 2023 | $7,135,507 | +12.4% | 279,495 | +11.0% | 0.00% | 0.0% |
| Q4 2022 | $6,349,088 | +37.8% | 251,848 | +34.7% | 0.00% | 0.0% |
| Q3 2022 | $4,606,000 | +10.7% | 187,015 | +14.0% | 0.00% | 0.0% |
| Q2 2022 | $4,159,000 | -25.9% | 164,119 | -25.4% | 0.00% | 0.0% |
| Q1 2022 | $5,613,000 | -29.4% | 220,036 | -25.6% | 0.00% | 0.0% |
| Q4 2021 | $7,954,000 | +25.1% | 295,945 | +25.1% | 0.00% | 0.0% |
| Q3 2021 | $6,358,000 | +29.9% | 236,485 | +30.3% | 0.00% | 0.0% |
| Q2 2021 | $4,896,000 | +17.8% | 181,483 | +17.1% | 0.00% | 0.0% |
| Q1 2021 | $4,157,000 | +70.6% | 154,965 | +72.3% | 0.00% | – |
| Q4 2020 | $2,436,000 | +125.3% | 89,939 | +123.9% | 0.00% | – |
| Q3 2020 | $1,081,000 | +0.1% | 40,163 | -0.9% | 0.00% | – |
| Q2 2020 | $1,080,000 | +65.4% | 40,517 | +60.1% | 0.00% | – |
| Q1 2020 | $653,000 | +383.7% | 25,304 | +386.6% | 0.00% | – |
| Q4 2019 | $135,000 | – | 5,200 | – | 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% |