ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 68 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,983,557 | +6.6% | 200,869 | +8.2% | 0.01% | +12.5% |
| Q2 2023 | $4,676,404 | +28.4% | 185,719 | +30.1% | 0.01% | +14.3% |
| Q1 2023 | $3,643,080 | +5.3% | 142,698 | +4.0% | 0.01% | 0.0% |
| Q4 2022 | $3,458,736 | -16.3% | 137,197 | -18.2% | 0.01% | -22.2% |
| Q3 2022 | $4,133,000 | +20.1% | 167,802 | +23.6% | 0.01% | +28.6% |
| Q2 2022 | $3,440,000 | +2.8% | 135,738 | +3.5% | 0.01% | +16.7% |
| Q1 2022 | $3,346,000 | -4.8% | 131,192 | +0.3% | 0.01% | -14.3% |
| Q4 2021 | $3,516,000 | +0.3% | 130,832 | +0.4% | 0.01% | 0.0% |
| Q3 2021 | $3,504,000 | +10.6% | 130,349 | +11.0% | 0.01% | +16.7% |
| Q2 2021 | $3,167,000 | +249.2% | 117,423 | +247.2% | 0.01% | +200.0% |
| Q1 2021 | $907,000 | +104.3% | 33,818 | +106.3% | 0.00% | +100.0% |
| Q4 2020 | $444,000 | +29.4% | 16,392 | +28.7% | 0.00% | 0.0% |
| Q3 2020 | $343,000 | +3.9% | 12,739 | +3.1% | 0.00% | 0.0% |
| Q2 2020 | $330,000 | +12.2% | 12,360 | +8.3% | 0.00% | 0.0% |
| Q1 2020 | $294,000 | – | 11,414 | – | 0.00% | – |
Download | ||||||
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% |