ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 51 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,566,876 | +23.0% | 63,155 | +24.9% | 0.01% | +27.3% |
| Q2 2023 | $1,273,428 | +102019.3% | 50,573 | +3.6% | 0.01% | 0.0% |
| Q1 2023 | $1,247 | +3.6% | 48,836 | +2.3% | 0.01% | 0.0% |
| Q4 2022 | $1,204 | -99.9% | 47,752 | +6.3% | 0.01% | 0.0% |
| Q3 2022 | $1,106,000 | -61.4% | 44,905 | -60.3% | 0.01% | -59.3% |
| Q2 2022 | $2,863,000 | +546.3% | 112,976 | +550.0% | 0.03% | +575.0% |
| Q1 2022 | $443,000 | -21.7% | 17,381 | -17.3% | 0.00% | 0.0% |
| Q4 2021 | $566,000 | -1.6% | 21,029 | -1.6% | 0.00% | -20.0% |
| Q3 2021 | $575,000 | -0.2% | 21,379 | +0.2% | 0.01% | 0.0% |
| Q2 2021 | $576,000 | +2.5% | 21,339 | +1.8% | 0.01% | 0.0% |
| Q1 2021 | $562,000 | +4.1% | 20,968 | +5.1% | 0.01% | 0.0% |
| Q4 2020 | $540,000 | -0.2% | 19,959 | -0.7% | 0.01% | -16.7% |
| Q3 2020 | $541,000 | +46.6% | 20,108 | +45.7% | 0.01% | +50.0% |
| Q2 2020 | $369,000 | +45.3% | 13,804 | +40.2% | 0.00% | +33.3% |
| Q1 2020 | $254,000 | -1.9% | 9,845 | -1.5% | 0.00% | 0.0% |
| Q4 2019 | $259,000 | – | 9,991 | – | 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% |