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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $868,350 | -1.5% | 35,000 | 0.0% | 0.29% | -3.1% |
| Q2 2023 | $881,300 | -1.4% | 35,000 | 0.0% | 0.30% | -10.3% |
| Q1 2023 | $893,550 | +1.3% | 35,000 | 0.0% | 0.33% | +5.1% |
| Q4 2022 | $882,350 | -9.3% | 35,000 | -11.4% | 0.31% | -13.8% |
| Q3 2022 | $973,000 | -2.8% | 39,500 | 0.0% | 0.36% | -1.6% |
| Q2 2022 | $1,001,000 | -0.7% | 39,500 | 0.0% | 0.37% | +13.2% |
| Q1 2022 | $1,008,000 | -0.3% | 39,500 | +5.1% | 0.33% | -4.4% |
| Q4 2021 | $1,011,000 | 0.0% | 37,600 | 0.0% | 0.34% | -8.3% |
| Q3 2021 | $1,011,000 | -0.3% | 37,600 | 0.0% | 0.37% | -1.6% |
| Q2 2021 | $1,014,000 | +0.5% | 37,600 | 0.0% | 0.38% | -2.8% |
| Q1 2021 | $1,009,000 | +12.5% | 37,600 | +13.6% | 0.39% | +11.5% |
| Q4 2020 | $897,000 | +62.5% | 33,100 | +61.5% | 0.35% | +62.3% |
| Q3 2020 | $552,000 | – | 20,500 | – | 0.22% | – |
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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% |