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 | $896,907 | +11.8% | 36,151 | +13.5% | 0.02% | +18.8% |
| Q2 2023 | $801,932 | +26.1% | 31,848 | +27.9% | 0.02% | +14.3% |
| Q1 2023 | $635,725 | +0.4% | 24,901 | -0.9% | 0.01% | -6.7% |
| Q4 2022 | $633,166 | +53.3% | 25,116 | +49.7% | 0.02% | +87.5% |
| Q3 2022 | $413,000 | -12.3% | 16,782 | -9.7% | 0.01% | -11.1% |
| Q2 2022 | $471,000 | -10.6% | 18,595 | -9.9% | 0.01% | 0.0% |
| Q1 2022 | $527,000 | -6.7% | 20,645 | -1.7% | 0.01% | -10.0% |
| Q4 2021 | $565,000 | +2.0% | 21,007 | +2.0% | 0.01% | 0.0% |
| Q3 2021 | $554,000 | +4.9% | 20,596 | +5.3% | 0.01% | 0.0% |
| Q2 2021 | $528,000 | +17.1% | 19,560 | +16.3% | 0.01% | +11.1% |
| Q1 2021 | $451,000 | +22.2% | 16,819 | +23.3% | 0.01% | +12.5% |
| Q4 2020 | $369,000 | – | 13,638 | – | 0.01% | – |
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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% |