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 | $7,257,744 | +14.1% | 292,533 | +15.8% | 0.00% | +50.0% |
| Q2 2023 | $6,363,490 | +3.6% | 252,720 | +5.0% | 0.00% | 0.0% |
| Q1 2023 | $6,141,931 | -15.7% | 240,577 | -16.7% | 0.00% | -33.3% |
| Q4 2022 | $7,283,522 | -35.3% | 288,914 | -36.7% | 0.00% | -40.0% |
| Q3 2022 | $11,251,000 | +6.7% | 456,780 | +9.8% | 0.01% | +25.0% |
| Q2 2022 | $10,542,000 | +368.7% | 416,026 | +372.0% | 0.00% | +300.0% |
| Q1 2022 | $2,249,000 | -59.3% | 88,143 | -57.1% | 0.00% | -50.0% |
| Q4 2021 | $5,523,000 | +2.1% | 205,491 | +2.2% | 0.00% | 0.0% |
| Q3 2021 | $5,409,000 | -1.6% | 201,153 | -1.3% | 0.00% | 0.0% |
| Q2 2021 | $5,497,000 | +447.5% | 203,762 | +444.8% | 0.00% | – |
| Q1 2021 | $1,004,000 | +28.1% | 37,404 | +29.2% | 0.00% | – |
| Q4 2020 | $784,000 | +19.0% | 28,960 | +18.3% | 0.00% | – |
| Q3 2020 | $659,000 | +21.1% | 24,471 | +19.9% | 0.00% | – |
| Q2 2020 | $544,000 | +60.0% | 20,409 | +54.8% | 0.00% | – |
| Q1 2020 | $340,000 | +125.2% | 13,182 | +126.4% | 0.00% | – |
| Q4 2019 | $151,000 | – | 5,822 | – | 0.00% | – |
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% |