ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 112 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $604,570 | +0.0% | 24,368 | +1.5% | 0.03% | +3.4% |
| Q2 2023 | $604,320 | +31.5% | 24,000 | +33.3% | 0.03% | +3.6% |
| Q1 2023 | $459,540 | +1.3% | 18,000 | 0.0% | 0.03% | -12.5% |
| Q4 2022 | $453,780 | +2.4% | 18,000 | 0.0% | 0.03% | -11.1% |
| Q3 2022 | $443,000 | -2.9% | 18,000 | 0.0% | 0.04% | -5.3% |
| Q2 2022 | $456,000 | -0.7% | 18,000 | 0.0% | 0.04% | +15.2% |
| Q1 2022 | $459,000 | +113.5% | 18,000 | +125.0% | 0.03% | +106.2% |
| Q4 2021 | $215,000 | – | 8,000 | – | 0.02% | – |
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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% |