ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 90 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,670,888 | +4.5% | 67,347 | +6.0% | 0.41% | +5.2% |
| Q2 2023 | $1,599,564 | +0.9% | 63,525 | +2.3% | 0.39% | -3.7% |
| Q1 2023 | $1,585,942 | +3.3% | 62,096 | +1.9% | 0.40% | -16.6% |
| Q4 2022 | $1,535,637 | +39.6% | 60,914 | +36.4% | 0.48% | +25.5% |
| Q3 2022 | $1,100,000 | +10.6% | 44,655 | +13.7% | 0.38% | +15.0% |
| Q2 2022 | $995,000 | -0.5% | 39,279 | +0.2% | 0.33% | -1.5% |
| Q1 2022 | $1,000,000 | -17.1% | 39,211 | -12.7% | 0.34% | -10.8% |
| Q4 2021 | $1,207,000 | +14.8% | 44,910 | +14.9% | 0.38% | +6.1% |
| Q3 2021 | $1,051,000 | +119.9% | 39,095 | +120.5% | 0.36% | +114.4% |
| Q2 2021 | $478,000 | +0.6% | 17,727 | +0.2% | 0.17% | -4.0% |
| Q1 2021 | $475,000 | -0.8% | 17,699 | +0.1% | 0.17% | -0.6% |
| Q4 2020 | $479,000 | -23.8% | 17,678 | -24.3% | 0.18% | -28.0% |
| Q3 2020 | $629,000 | +34.1% | 23,367 | +32.9% | 0.24% | +24.0% |
| Q2 2020 | $469,000 | – | 17,585 | – | 0.20% | – |
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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% |