ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 87 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $283,586 | -1.5% | 11,430 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $287,816 | -16.7% | 11,430 | -15.5% | 0.00% | -50.0% |
| Q1 2023 | $345,531 | +1.8% | 13,534 | +0.5% | 0.00% | 0.0% |
| Q4 2022 | $339,352 | +346.5% | 13,461 | +351.7% | 0.00% | – |
| Q2 2022 | $76,000 | -73.3% | 2,980 | -73.3% | 0.00% | -100.0% |
| Q1 2022 | $285,000 | -11.8% | 11,172 | -7.0% | 0.00% | 0.0% |
| Q4 2021 | $323,000 | +2.2% | 12,018 | +2.3% | 0.00% | -33.3% |
| Q3 2021 | $316,000 | -9.7% | 11,744 | -9.4% | 0.00% | 0.0% |
| Q2 2021 | $350,000 | -43.9% | 12,966 | -44.3% | 0.00% | -57.1% |
| Q1 2021 | $624,000 | +17.5% | 23,277 | +18.7% | 0.01% | 0.0% |
| Q4 2020 | $531,000 | +9.5% | 19,612 | +9.0% | 0.01% | -12.5% |
| Q3 2020 | $485,000 | +16.9% | 17,992 | +15.4% | 0.01% | +14.3% |
| Q2 2020 | $415,000 | +10.4% | 15,588 | +5.3% | 0.01% | -12.5% |
| Q1 2020 | $376,000 | – | 14,810 | – | 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% |