ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 112 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,003,000 | +0.2% | 80,727 | +1.6% | 0.00% | 0.0% |
| Q2 2023 | $2,000,000 | -2.4% | 79,420 | -1.1% | 0.00% | 0.0% |
| Q1 2023 | $2,050,000 | -25.0% | 80,308 | -26.0% | 0.00% | 0.0% |
| Q4 2022 | $2,735,000 | +20.6% | 108,491 | +17.8% | 0.00% | 0.0% |
| Q3 2022 | $2,268,000 | +0.9% | 92,089 | +3.8% | 0.00% | 0.0% |
| Q2 2022 | $2,248,000 | +7.9% | 88,703 | +8.6% | 0.00% | 0.0% |
| Q1 2022 | $2,084,000 | +12.5% | 81,685 | +18.5% | 0.00% | – |
| Q4 2021 | $1,853,000 | +70.9% | 68,941 | +70.9% | 0.00% | – |
| Q3 2021 | $1,084,000 | -0.6% | 40,335 | -0.3% | 0.00% | – |
| Q2 2021 | $1,091,000 | +10.0% | 40,447 | +9.4% | 0.00% | – |
| Q1 2021 | $992,000 | +8.1% | 36,988 | +9.1% | 0.00% | – |
| Q4 2020 | $918,000 | +28.6% | 33,890 | +27.7% | 0.00% | – |
| Q3 2020 | $714,000 | +76.3% | 26,535 | +74.5% | 0.00% | – |
| Q2 2020 | $405,000 | +24.6% | 15,205 | +20.8% | 0.00% | – |
| Q1 2020 | $325,000 | +12.8% | 12,592 | +13.3% | 0.00% | – |
| Q4 2019 | $288,000 | +105.7% | 11,112 | +105.6% | 0.00% | – |
| Q3 2019 | $140,000 | – | 5,404 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 224,345 | $5,565,999 | 1.77% |
| Virginia National Bank | 13,639 | $338,383 | 1.54% |
| Newman Dignan & Sheerar, Inc. | 110,401 | $2,739,043 | 0.90% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 44,300 | $1,099,083 | 0.81% |
| WJ Wealth Management, LLC | 47,037 | $1,166,989 | 0.57% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 652,110 | $16,178,849 | 0.56% |
| Granite Harbor Advisors, Inc. | 26,956 | $668,778 | 0.54% |
| Royal Harbor Partners, LLC | 37,287 | $925,090 | 0.48% |
| Atwater Malick LLC | 43,974 | $1,090,995 | 0.48% |
| Evergreen Wealth Solutions, LLC | 19,002 | $471,438 | 0.48% |