ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 112 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $757,210 | -60.5% | 30,520 | -60.1% | 0.03% | -19.0% |
| Q2 2023 | $1,918,896 | +59.4% | 76,420 | +58.9% | 0.04% | -19.2% |
| Q1 2023 | $1,203,978 | +87974.5% | 48,081 | -11.9% | 0.05% | +40.5% |
| Q4 2022 | $1,367 | -99.8% | 54,580 | +89.9% | 0.04% | +94.7% |
| Q3 2022 | $719,000 | +389.1% | 28,735 | +388.8% | 0.02% | +280.0% |
| Q2 2022 | $147,000 | -24.2% | 5,879 | -24.2% | 0.01% | +150.0% |
| Q1 2022 | $194,000 | – | 7,758 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2020 | $51,000 | 0.0% | 1,879 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $51,000 | – | 1,879 | – | 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% |