ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 74 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $713,238 | -21.4% | 28,748 | -20.2% | 0.01% | -16.7% |
Q2 2023 | $907,110 | +112.3% | 36,025 | +115.2% | 0.01% | +100.0% |
Q1 2023 | $427,321 | -50.4% | 16,738 | -51.1% | 0.00% | -57.1% |
Q4 2022 | $862,157 | +134.9% | 34,199 | +129.8% | 0.01% | +40.0% |
Q3 2022 | $367,000 | -2.7% | 14,885 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $377,000 | -0.8% | 14,885 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $380,000 | -5.0% | 14,885 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $400,000 | 0.0% | 14,885 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $400,000 | +9.3% | 14,885 | +9.7% | 0.01% | 0.0% |
Q2 2021 | $366,000 | – | 13,568 | – | 0.01% | – |
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% |