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 | $16,178,849 | +7.0% | 652,110 | +8.6% | 0.56% | +12.2% |
| Q2 2023 | $15,121,018 | +2.9% | 600,517 | +4.3% | 0.50% | -2.2% |
| Q1 2023 | $14,700,787 | +3.5% | 575,824 | +2.2% | 0.51% | -5.4% |
| Q4 2022 | $14,204,701 | +11.5% | 563,455 | +8.9% | 0.54% | -1.3% |
| Q3 2022 | $12,745,000 | +48.2% | 517,441 | +52.5% | 0.55% | +51.2% |
| Q2 2022 | $8,599,000 | +2.6% | 339,342 | +1.1% | 0.36% | +7.8% |
| Q1 2022 | $8,383,000 | +13.1% | 335,577 | +21.7% | 0.34% | +29.8% |
| Q4 2021 | $7,410,000 | +8.4% | 275,737 | +8.5% | 0.26% | -3.7% |
| Q3 2021 | $6,833,000 | +16.7% | 254,151 | +17.1% | 0.27% | +16.5% |
| Q2 2021 | $5,856,000 | +33.2% | 217,103 | +32.5% | 0.23% | +21.1% |
| Q1 2021 | $4,395,000 | +11.5% | 163,826 | +12.6% | 0.19% | +2.2% |
| Q4 2020 | $3,942,000 | +59.0% | 145,530 | +58.0% | 0.19% | +37.8% |
| Q3 2020 | $2,480,000 | +602.5% | 92,110 | +595.5% | 0.14% | +542.9% |
| Q2 2020 | $353,000 | – | 13,243 | – | 0.02% | – |
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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% |