ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 108 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,609,567 | +8.2% | 64,876 | +9.8% | 0.13% | +8.3% |
| Q2 2023 | $1,487,281 | +8.1% | 59,066 | +9.6% | 0.12% | +1.7% |
| Q1 2023 | $1,375,798 | +16.2% | 53,889 | +14.7% | 0.12% | +13.5% |
| Q4 2022 | $1,184,416 | +84.2% | 46,982 | +79.9% | 0.10% | +65.1% |
| Q3 2022 | $643,000 | +74.3% | 26,111 | +79.1% | 0.06% | +75.0% |
| Q2 2022 | $369,000 | – | 14,576 | – | 0.04% | – |
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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% |