ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 116 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,558,666 | +2.6% | 62,823 | +4.1% | 0.00% | -33.3% |
| Q2 2023 | $1,519,446 | +3.8% | 60,343 | +5.2% | 0.00% | 0.0% |
| Q1 2023 | $1,464,411 | +69.6% | 57,361 | +67.5% | 0.00% | +50.0% |
| Q4 2022 | $863,604 | +385.2% | 34,236 | +374.7% | 0.00% | – |
| Q3 2022 | $178,000 | -2.7% | 7,212 | 0.0% | 0.00% | – |
| Q2 2022 | $183,000 | -0.5% | 7,212 | 0.0% | 0.00% | – |
| Q1 2022 | $184,000 | +8.9% | 7,212 | +14.6% | 0.00% | – |
| Q4 2021 | $169,000 | +13.4% | 6,295 | +13.4% | 0.00% | – |
| Q3 2021 | $149,000 | -0.7% | 5,550 | 0.0% | 0.00% | – |
| Q2 2021 | $150,000 | – | 5,550 | – | 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% |