ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 74 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,184,255 | -7.8% | 47,733 | -6.4% | 0.10% | -3.8% |
| Q2 2023 | $1,284,582 | -34.6% | 51,016 | -33.7% | 0.11% | -36.5% |
| Q1 2023 | $1,964,022 | +7.9% | 76,930 | +6.6% | 0.17% | +1.2% |
| Q4 2022 | $1,820,111 | -29.5% | 72,198 | -31.1% | 0.16% | -32.7% |
| Q3 2022 | $2,580,000 | +3.4% | 104,758 | +6.4% | 0.24% | +9.9% |
| Q2 2022 | $2,495,000 | -15.4% | 98,458 | -14.9% | 0.22% | -2.6% |
| Q1 2022 | $2,950,000 | +298.6% | 115,631 | +320.1% | 0.23% | +308.9% |
| Q4 2021 | $740,000 | – | 27,524 | – | 0.06% | – |
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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% |