ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 24 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,335 | -88.7% | 12,186 | -88.5% | 0.01% | -87.2% |
| Q2 2023 | $2,678,019 | -2.5% | 106,355 | -1.1% | 0.04% | -2.5% |
| Q1 2023 | $2,746,441 | +1044174.1% | 107,577 | +930.8% | 0.04% | +900.0% |
| Q4 2022 | $263 | -100.0% | 10,436 | -93.9% | 0.00% | -94.3% |
| Q3 2022 | $4,224,000 | -14.5% | 171,505 | -12.1% | 0.07% | -9.1% |
| Q2 2022 | $4,943,000 | -0.1% | 195,066 | +0.5% | 0.08% | +11.6% |
| Q1 2022 | $4,950,000 | +5.6% | 194,055 | +11.3% | 0.07% | +11.3% |
| Q4 2021 | $4,687,000 | +8.0% | 174,386 | +8.1% | 0.06% | +1.6% |
| Q3 2021 | $4,338,000 | -12.8% | 161,349 | -12.5% | 0.06% | -7.6% |
| Q2 2021 | $4,977,000 | +21.1% | 184,493 | +20.4% | 0.07% | +13.8% |
| Q1 2021 | $4,109,000 | +5.5% | 153,172 | +6.5% | 0.06% | 0.0% |
| Q4 2020 | $3,896,000 | -0.2% | 143,834 | -0.8% | 0.06% | -7.9% |
| Q3 2020 | $3,905,000 | +3.4% | 145,067 | +2.5% | 0.06% | 0.0% |
| Q2 2020 | $3,775,000 | +0.2% | 141,567 | -3.1% | 0.06% | -12.5% |
| Q1 2020 | $3,768,000 | +5.3% | 146,062 | +5.8% | 0.07% | +28.6% |
| Q3 2019 | $3,578,000 | – | 138,027 | – | 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% |