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 | $6,107,276 | +12.9% | 246,162 | +14.6% | 0.00% | 0.0% |
| Q2 2023 | $5,407,921 | -3.0% | 214,770 | -1.7% | 0.00% | 0.0% |
| Q1 2023 | $5,577,879 | -8.3% | 218,483 | -9.4% | 0.00% | -20.0% |
| Q4 2022 | $6,080,224 | +24.4% | 241,183 | +21.5% | 0.01% | 0.0% |
| Q3 2022 | $4,888,000 | +16.3% | 198,438 | +19.6% | 0.01% | +25.0% |
| Q2 2022 | $4,204,000 | +78.5% | 165,923 | +79.7% | 0.00% | +100.0% |
| Q1 2022 | $2,355,000 | +0.1% | 92,309 | +5.5% | 0.00% | 0.0% |
| Q4 2021 | $2,352,000 | +72.3% | 87,530 | +72.4% | 0.00% | +100.0% |
| Q3 2021 | $1,365,000 | +31.2% | 50,765 | +31.7% | 0.00% | 0.0% |
| Q2 2021 | $1,040,000 | +8.1% | 38,554 | +7.5% | 0.00% | 0.0% |
| Q1 2021 | $962,000 | +125.8% | 35,851 | +128.2% | 0.00% | 0.0% |
| Q4 2020 | $426,000 | – | 15,713 | – | 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% |