ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 40 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $981,680 | -4.6% | 39,568 | -3.2% | 0.11% | -0.9% |
| Q2 2023 | $1,029,001 | +0.5% | 40,866 | +1.9% | 0.11% | -6.8% |
| Q1 2023 | $1,024,106 | +30.1% | 40,114 | +28.4% | 0.12% | +25.8% |
| Q4 2022 | $787,368 | +146.8% | 31,232 | +140.9% | 0.09% | +126.8% |
| Q3 2022 | $319,000 | +25.6% | 12,966 | +29.5% | 0.04% | +32.3% |
| Q2 2022 | $254,000 | +25.7% | 10,012 | +26.5% | 0.03% | +40.9% |
| Q1 2022 | $202,000 | +23.2% | 7,916 | +29.5% | 0.02% | +22.2% |
| Q4 2021 | $164,000 | +17.1% | 6,115 | +17.3% | 0.02% | +5.9% |
| Q3 2021 | $140,000 | -16.2% | 5,213 | -16.2% | 0.02% | +54.5% |
| Q2 2021 | $167,000 | +101.2% | 6,223 | +100.0% | 0.01% | 0.0% |
| Q1 2021 | $83,000 | +730.0% | 3,111 | +708.1% | 0.01% | +450.0% |
| Q2 2020 | $10,000 | 0.0% | 385 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $10,000 | 0.0% | 385 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $10,000 | – | 385 | – | 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% |