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 | $325,458 | -4.5% | 13,118 | -3.1% | 0.10% | 0.0% |
| Q2 2023 | $340,711 | -10.5% | 13,531 | -9.3% | 0.10% | -11.1% |
| Q1 2023 | $380,703 | +98783.9% | 14,912 | -2.4% | 0.12% | -5.6% |
| Q4 2022 | $385 | -99.9% | 15,273 | +23.6% | 0.12% | +20.4% |
| Q3 2022 | $304,000 | -4.1% | 12,360 | -1.1% | 0.10% | +4.0% |
| Q2 2022 | $317,000 | -0.9% | 12,503 | -0.5% | 0.10% | +15.1% |
| Q1 2022 | $320,000 | -5.3% | 12,563 | 0.0% | 0.09% | +2.4% |
| Q4 2021 | $338,000 | -2.3% | 12,563 | -2.3% | 0.08% | -6.7% |
| Q3 2021 | $346,000 | -0.9% | 12,857 | -0.7% | 0.09% | 0.0% |
| Q2 2021 | $349,000 | +0.6% | 12,944 | 0.0% | 0.09% | -6.2% |
| Q1 2021 | $347,000 | -3.1% | 12,944 | -2.0% | 0.10% | -8.6% |
| Q4 2020 | $358,000 | – | 13,209 | – | 0.10% | – |
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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% |