ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 90 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $988,703 | +1.0% | 39,851 | +2.5% | 0.00% | 0.0% |
| Q2 2023 | $979,024 | -3.6% | 38,881 | -2.3% | 0.00% | 0.0% |
| Q1 2023 | $1,016,068 | +47.3% | 39,799 | +45.4% | 0.00% | 0.0% |
| Q4 2022 | $690,023 | -6.8% | 27,371 | -8.9% | 0.00% | 0.0% |
| Q3 2022 | $740,000 | +11.8% | 30,034 | +14.9% | 0.00% | 0.0% |
| Q2 2022 | $662,000 | -24.2% | 26,130 | -23.6% | 0.00% | 0.0% |
| Q1 2022 | $873,000 | -31.3% | 34,208 | -27.6% | 0.00% | -50.0% |
| Q4 2021 | $1,270,000 | -1.2% | 47,250 | -1.1% | 0.00% | 0.0% |
| Q3 2021 | $1,285,000 | -0.7% | 47,785 | -0.4% | 0.00% | 0.0% |
| Q2 2021 | $1,294,000 | – | 47,985 | – | 0.00% | – |
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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% |