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 | $927,000 | -86.6% | 37,452 | -86.4% | 0.00% | -85.7% |
| Q2 2023 | $6,926,000 | +6.8% | 275,228 | +8.4% | 0.01% | 0.0% |
| Q1 2023 | $6,483,000 | +11.8% | 253,866 | +10.3% | 0.01% | +7.7% |
| Q4 2022 | $5,798,000 | +4.9% | 230,163 | +2.6% | 0.01% | -13.3% |
| Q3 2022 | $5,526,000 | +822.5% | 224,320 | +847.4% | 0.02% | +650.0% |
| Q2 2022 | $599,000 | -88.8% | 23,677 | -88.7% | 0.00% | -83.3% |
| Q1 2022 | $5,354,000 | -5.1% | 209,893 | -0.0% | 0.01% | 0.0% |
| Q4 2021 | $5,642,000 | +1.5% | 209,942 | +1.6% | 0.01% | -20.0% |
| Q3 2021 | $5,558,000 | -1.1% | 206,660 | -0.8% | 0.02% | -6.2% |
| Q2 2021 | $5,620,000 | +49.5% | 208,380 | +48.8% | 0.02% | +33.3% |
| Q1 2021 | $3,758,000 | – | 140,046 | – | 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% |