ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,269,131 | -19.6% | 51,154 | -18.4% | 0.12% | -17.8% |
| Q2 2023 | $1,577,804 | +5.3% | 62,661 | +6.7% | 0.15% | +0.7% |
| Q1 2023 | $1,498,790 | +4.8% | 58,707 | +3.5% | 0.14% | 0.0% |
| Q4 2022 | $1,429,735 | +66.4% | 56,713 | +62.5% | 0.14% | +52.6% |
| Q3 2022 | $859,000 | +45.8% | 34,891 | +50.2% | 0.10% | +48.4% |
| Q2 2022 | $589,000 | +2.4% | 23,228 | +3.0% | 0.06% | +18.5% |
| Q1 2022 | $575,000 | 0.0% | 22,551 | +5.4% | 0.05% | -3.6% |
| Q4 2021 | $575,000 | +62.9% | 21,386 | +63.0% | 0.06% | +51.4% |
| Q3 2021 | $353,000 | -0.3% | 13,118 | 0.0% | 0.04% | +2.8% |
| Q2 2021 | $354,000 | +0.6% | 13,118 | 0.0% | 0.04% | -16.3% |
| Q1 2021 | $352,000 | – | 13,118 | – | 0.04% | – |
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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% |