ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 68 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $253 | -1.6% | 10,200 | 0.0% | 0.12% | +2.6% |
| Q2 2023 | $257 | -1.2% | 10,200 | 0.0% | 0.11% | -4.2% |
| Q1 2023 | $260 | +1.2% | 10,200 | 0.0% | 0.12% | -4.0% |
| Q4 2022 | $257 | -99.9% | 10,200 | 0.0% | 0.12% | -5.3% |
| Q3 2022 | $251,000 | -2.7% | 10,200 | 0.0% | 0.13% | +4.0% |
| Q2 2022 | $258,000 | -23.4% | 10,200 | -22.7% | 0.13% | -10.6% |
| Q1 2022 | $337,000 | -5.1% | 13,200 | 0.0% | 0.14% | -0.7% |
| Q4 2021 | $355,000 | +43.7% | 13,200 | +43.5% | 0.14% | +40.6% |
| Q3 2021 | $247,000 | -0.4% | 9,200 | 0.0% | 0.10% | -1.0% |
| Q2 2021 | $248,000 | +0.4% | 9,200 | 0.0% | 0.10% | -12.1% |
| Q1 2021 | $247,000 | -0.8% | 9,200 | 0.0% | 0.12% | -5.7% |
| Q4 2020 | $249,000 | +0.4% | 9,200 | 0.0% | 0.12% | -11.5% |
| Q3 2020 | $248,000 | +16.4% | 9,200 | +15.0% | 0.14% | +3.7% |
| Q2 2020 | $213,000 | +3.4% | 8,000 | 0.0% | 0.13% | -20.2% |
| Q1 2020 | $206,000 | – | 8,000 | – | 0.17% | – |
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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% |