ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 43 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,736,675 | +0.4% | 69,999 | +1.9% | 0.00% | 0.0% |
| Q2 2023 | $1,730,294 | +25.7% | 68,717 | +27.4% | 0.00% | 0.0% |
| Q1 2023 | $1,376,527 | +10.1% | 53,918 | +8.7% | 0.00% | 0.0% |
| Q4 2022 | $1,250,441 | +46.1% | 49,601 | +42.7% | 0.00% | 0.0% |
| Q3 2022 | $856,000 | -31.3% | 34,748 | -29.4% | 0.00% | 0.0% |
| Q2 2022 | $1,246,000 | +47.5% | 49,191 | +48.4% | 0.00% | 0.0% |
| Q1 2022 | $845,000 | -8.3% | 33,144 | -3.3% | 0.00% | 0.0% |
| Q4 2021 | $921,000 | +4.3% | 34,263 | +4.3% | 0.00% | 0.0% |
| Q3 2021 | $883,000 | +13.1% | 32,853 | +13.5% | 0.00% | 0.0% |
| Q2 2021 | $781,000 | -1.1% | 28,948 | -1.7% | 0.00% | 0.0% |
| Q1 2021 | $790,000 | +20.1% | 29,446 | +21.2% | 0.00% | 0.0% |
| Q4 2020 | $658,000 | +0.3% | 24,292 | -0.4% | 0.00% | 0.0% |
| Q3 2020 | $656,000 | +216.9% | 24,381 | +214.0% | 0.00% | – |
| Q2 2020 | $207,000 | – | 7,764 | – | 0.00% | – |
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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% |