ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 75 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,791,887 | +5.2% | 152,837 | +6.8% | 0.01% | 0.0% |
| Q2 2023 | $3,604,066 | +6.2% | 143,132 | +7.7% | 0.01% | 0.0% |
| Q1 2023 | $3,392,196 | +92.5% | 132,871 | +90.1% | 0.01% | +66.7% |
| Q4 2022 | $1,761,781 | +67.6% | 69,884 | +63.6% | 0.00% | +50.0% |
| Q3 2022 | $1,051,000 | +151.4% | 42,706 | +158.6% | 0.00% | +100.0% |
| Q2 2022 | $418,000 | +20.8% | 16,512 | +21.8% | 0.00% | 0.0% |
| Q1 2022 | $346,000 | -8.7% | 13,552 | -3.9% | 0.00% | 0.0% |
| Q4 2021 | $379,000 | +56.6% | 14,102 | +56.6% | 0.00% | – |
| Q3 2021 | $242,000 | -6.6% | 9,006 | -5.9% | 0.00% | – |
| Q2 2021 | $259,000 | +161.6% | 9,573 | +158.7% | 0.00% | – |
| Q1 2021 | $99,000 | -1.0% | 3,700 | 0.0% | 0.00% | – |
| Q4 2020 | $100,000 | -11.5% | 3,700 | -12.2% | 0.00% | – |
| Q3 2020 | $113,000 | +82.3% | 4,215 | +81.1% | 0.00% | – |
| Q2 2020 | $62,000 | – | 2,327 | – | 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% |