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 2022 | $1,264,000 | -2.8% | 51,300 | 0.0% | 0.24% | -0.8% |
| Q2 2022 | $1,300,000 | -0.7% | 51,300 | 0.0% | 0.24% | +1.7% |
| Q1 2022 | $1,309,000 | -5.1% | 51,300 | 0.0% | 0.23% | -9.7% |
| Q4 2021 | $1,379,000 | 0.0% | 51,300 | 0.0% | 0.26% | -9.1% |
| Q3 2021 | $1,379,000 | -0.4% | 51,300 | 0.0% | 0.28% | -3.1% |
| Q2 2021 | $1,384,000 | +0.6% | 51,300 | 0.0% | 0.29% | -9.8% |
| Q1 2021 | $1,376,000 | -0.9% | 51,300 | 0.0% | 0.33% | -9.4% |
| Q4 2020 | $1,389,000 | +0.6% | 51,300 | 0.0% | 0.36% | -6.7% |
| Q3 2020 | $1,381,000 | +1.0% | 51,300 | 0.0% | 0.39% | +1.6% |
| Q2 2020 | $1,368,000 | +37.8% | 51,300 | +33.2% | 0.38% | +15.5% |
| Q1 2020 | $993,000 | -0.6% | 38,500 | 0.0% | 0.33% | +52.3% |
| Q4 2019 | $999,000 | – | 38,500 | – | 0.22% | – |
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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% |