ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 74 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $999,309 | +25.8% | 40,278 | +27.7% | 0.01% | -7.7% |
| Q2 2023 | $794,095 | +28.5% | 31,537 | +30.3% | 0.01% | +18.2% |
| Q1 2023 | $617,974 | +16.0% | 24,206 | +14.5% | 0.01% | +10.0% |
| Q4 2022 | $532,757 | +7.2% | 21,132 | +5.5% | 0.01% | -9.1% |
| Q3 2022 | $497,000 | +1.0% | 20,038 | +2.9% | 0.01% | +10.0% |
| Q2 2022 | $492,000 | +52.8% | 19,474 | +54.5% | 0.01% | +150.0% |
| Q1 2022 | $322,000 | +47.0% | 12,608 | +54.9% | 0.00% | -33.3% |
| Q4 2021 | $219,000 | -45.7% | 8,142 | -45.7% | 0.01% | -40.0% |
| Q3 2021 | $403,000 | -0.7% | 15,005 | -0.3% | 0.01% | -28.6% |
| Q2 2021 | $406,000 | +0.2% | 15,047 | +0.1% | 0.01% | -44.0% |
| Q1 2021 | $405,000 | -0.5% | 15,030 | +0.1% | 0.02% | -10.7% |
| Q4 2020 | $407,000 | +2.0% | 15,019 | +1.4% | 0.03% | -28.2% |
| Q3 2020 | $399,000 | +8.4% | 14,818 | +7.3% | 0.04% | +5.4% |
| Q2 2020 | $368,000 | -2.1% | 13,806 | -5.2% | 0.04% | -38.3% |
| Q1 2020 | $376,000 | – | 14,558 | – | 0.06% | – |
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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% |