ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 68 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $702,000 | -31.0% | 27,534 | -27.3% | 0.18% | -34.0% |
| Q4 2021 | $1,017,000 | +16.2% | 37,857 | +16.3% | 0.26% | -7.3% |
| Q3 2021 | $875,000 | +5.5% | 32,549 | +5.9% | 0.29% | +9.2% |
| Q2 2021 | $829,000 | +5.7% | 30,722 | +5.1% | 0.26% | -7.1% |
| Q1 2021 | $784,000 | +24.6% | 29,224 | +25.9% | 0.28% | +11.9% |
| Q4 2020 | $629,000 | – | 23,220 | – | 0.25% | – |
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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% |