ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 69 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,434,979 | +11.3% | 176,131 | +12.9% | 0.00% | -50.0% |
| Q1 2023 | $3,984,365 | +704.8% | 156,066 | +694.7% | 0.00% | – |
| Q4 2022 | $495,099 | -81.6% | 19,639 | -82.0% | 0.00% | -100.0% |
| Q3 2022 | $2,691,000 | +20.1% | 109,260 | +23.6% | 0.00% | 0.0% |
| Q2 2022 | $2,240,000 | -52.4% | 88,388 | -52.1% | 0.00% | -50.0% |
| Q1 2022 | $4,710,000 | +72.7% | 184,628 | +81.9% | 0.00% | +100.0% |
| Q4 2021 | $2,728,000 | +277.3% | 101,502 | +277.5% | 0.00% | – |
| Q3 2021 | $723,000 | -5.0% | 26,887 | -4.7% | 0.00% | – |
| Q2 2021 | $761,000 | -33.2% | 28,207 | -32.9% | 0.00% | -100.0% |
| Q4 2020 | $1,139,000 | -23.8% | 42,059 | -24.3% | 0.00% | 0.0% |
| Q3 2020 | $1,495,000 | +154.7% | 55,535 | +152.2% | 0.00% | – |
| Q2 2020 | $587,000 | -47.4% | 22,024 | -49.0% | 0.00% | -100.0% |
| Q1 2020 | $1,115,000 | -48.0% | 43,213 | -47.7% | 0.00% | -66.7% |
| Q4 2019 | $2,145,000 | +634.6% | 82,664 | +624.7% | 0.00% | +200.0% |
| Q2 2019 | $292,000 | – | 11,406 | – | 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% |