ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $884,849 | -1.5% | 35,665 | 0.0% | 0.31% | +2.6% |
| Q2 2023 | $898,045 | -1.4% | 35,665 | 0.0% | 0.30% | -4.4% |
| Q1 2023 | $910,527 | +1.3% | 35,665 | 0.0% | 0.32% | -4.0% |
| Q4 2022 | $899,115 | +2.4% | 35,665 | 0.0% | 0.33% | -7.1% |
| Q3 2022 | $878,000 | -2.9% | 35,665 | 0.0% | 0.35% | +3.2% |
| Q2 2022 | $904,000 | -5.4% | 35,665 | -4.9% | 0.34% | +7.2% |
| Q1 2022 | $956,000 | -6.3% | 37,496 | -1.2% | 0.32% | -3.9% |
| Q4 2021 | $1,020,000 | 0.0% | 37,953 | 0.0% | 0.33% | -8.5% |
| Q3 2021 | $1,020,000 | -0.4% | 37,953 | 0.0% | 0.36% | +2.2% |
| Q2 2021 | $1,024,000 | +3.6% | 37,953 | +3.0% | 0.36% | -0.3% |
| Q1 2021 | $988,000 | -1.0% | 36,840 | 0.0% | 0.36% | -5.3% |
| Q4 2020 | $998,000 | +39.2% | 36,840 | +38.4% | 0.38% | +24.8% |
| Q3 2020 | $717,000 | +1.0% | 26,625 | 0.0% | 0.30% | -5.0% |
| Q2 2020 | $710,000 | +15.4% | 26,625 | +11.6% | 0.32% | -19.9% |
| Q1 2020 | $615,000 | +173.3% | 23,850 | +174.6% | 0.40% | +248.2% |
| Q4 2019 | $225,000 | – | 8,684 | – | 0.11% | – |
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% |