ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $355,428 | -42.8% | 14,326 | -41.9% | 0.07% | -39.8% |
| Q2 2023 | $621,740 | +77.3% | 24,638 | +79.4% | 0.12% | +61.6% |
| Q1 2023 | $350,690 | +2.6% | 13,731 | +1.2% | 0.07% | -7.6% |
| Q4 2022 | $341,948 | +36.8% | 13,564 | +33.8% | 0.08% | +21.5% |
| Q3 2022 | $250,000 | -22.1% | 10,139 | -20.1% | 0.06% | -19.8% |
| Q2 2022 | $321,000 | -0.6% | 12,683 | 0.0% | 0.08% | +12.5% |
| Q1 2022 | $323,000 | +7.0% | 12,683 | +13.0% | 0.07% | +4.3% |
| Q4 2021 | $302,000 | +1.0% | 11,225 | +0.9% | 0.07% | -1.4% |
| Q3 2021 | $299,000 | -0.3% | 11,121 | 0.0% | 0.07% | -6.7% |
| Q2 2021 | $300,000 | +30.4% | 11,121 | +30.5% | 0.08% | +23.0% |
| Q1 2021 | $230,000 | +6.0% | 8,522 | +6.3% | 0.06% | +22.0% |
| Q4 2020 | $217,000 | +1.9% | 8,018 | +1.5% | 0.05% | -12.3% |
| Q3 2020 | $213,000 | -5.3% | 7,902 | -6.5% | 0.06% | -14.9% |
| Q2 2020 | $225,000 | – | 8,447 | – | 0.07% | – |
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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% |