ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 75 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $245,281 | +2.6% | 9,730 | +0.4% | 0.04% | -5.3% |
| Q3 2022 | $239,000 | -2.4% | 9,691 | +0.2% | 0.04% | +2.7% |
| Q2 2022 | $245,000 | -33.8% | 9,669 | -33.3% | 0.04% | -26.0% |
| Q1 2022 | $370,000 | -9.8% | 14,499 | -5.0% | 0.05% | -9.1% |
| Q4 2021 | $410,000 | +1.0% | 15,258 | +1.2% | 0.06% | -8.3% |
| Q3 2021 | $406,000 | +2.8% | 15,083 | +3.0% | 0.06% | 0.0% |
| Q2 2021 | $395,000 | +3.7% | 14,650 | +3.1% | 0.06% | -6.2% |
| Q1 2021 | $381,000 | +9.5% | 14,215 | +10.6% | 0.06% | -5.9% |
| Q4 2020 | $348,000 | – | 12,855 | – | 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% |