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 | $1,475,724 | +3.7% | 59,481 | +5.3% | 0.18% | -1.6% |
| Q2 2023 | $1,422,821 | +0.1% | 56,506 | +1.5% | 0.19% | -4.1% |
| Q1 2023 | $1,421,179 | +54.2% | 55,667 | +52.3% | 0.20% | 0.0% |
| Q4 2022 | $921,552 | +6.4% | 36,555 | +4.0% | 0.20% | +0.5% |
| Q3 2022 | $866,000 | -6.8% | 35,162 | -4.1% | 0.19% | 0.0% |
| Q2 2022 | $929,000 | +16.3% | 36,678 | +17.1% | 0.19% | +27.6% |
| Q1 2022 | $799,000 | +9.5% | 31,316 | +15.2% | 0.15% | +10.1% |
| Q4 2021 | $730,000 | -8.5% | 27,179 | -8.5% | 0.14% | -17.4% |
| Q3 2021 | $798,000 | +116.3% | 29,698 | +117.3% | 0.17% | +114.1% |
| Q2 2021 | $369,000 | +10.1% | 13,668 | +9.3% | 0.08% | 0.0% |
| Q1 2021 | $335,000 | – | 12,500 | – | 0.08% | – |
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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% |