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 | $19,756,967 | -3.2% | 796,331 | -1.8% | 0.01% | 0.0% |
| Q2 2023 | $20,420,062 | -1.8% | 810,964 | -0.5% | 0.01% | -10.0% |
| Q1 2023 | $20,802,341 | +5.6% | 814,819 | +4.2% | 0.01% | 0.0% |
| Q4 2022 | $19,706,331 | +18.0% | 781,687 | +15.3% | 0.01% | 0.0% |
| Q3 2022 | $16,701,000 | +14.8% | 678,075 | +18.1% | 0.01% | +25.0% |
| Q2 2022 | $14,544,000 | +89.3% | 573,958 | +90.6% | 0.01% | +100.0% |
| Q1 2022 | $7,682,000 | +4.3% | 301,171 | +9.9% | 0.00% | 0.0% |
| Q4 2021 | $7,364,000 | +137.2% | 274,026 | +137.3% | 0.00% | +100.0% |
| Q3 2021 | $3,105,000 | +19.9% | 115,498 | +20.4% | 0.00% | +100.0% |
| Q2 2021 | $2,589,000 | +37.1% | 95,965 | +36.4% | 0.00% | 0.0% |
| Q1 2021 | $1,888,000 | – | 70,373 | – | 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% |