ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 75 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,270 | -14.2% | 51,181 | -12.9% | 0.20% | +6.9% |
| Q2 2023 | $1,480 | -12.8% | 58,794 | -11.6% | 0.19% | -38.8% |
| Q1 2023 | $1,698 | +27.2% | 66,510 | +25.6% | 0.31% | +2.0% |
| Q4 2022 | $1,335 | -99.9% | 52,956 | -96.4% | 0.30% | -10.1% |
| Q3 2022 | $1,465,000 | -0.3% | 1,464,883 | +2427.4% | 0.34% | +49.8% |
| Q2 2022 | $1,469,000 | +2570.9% | 57,961 | -95.9% | 0.22% | -5.9% |
| Q1 2022 | $55,000 | -96.1% | 1,413,849 | +2516.2% | 0.24% | +25.8% |
| Q4 2021 | $1,414,000 | – | 54,042 | – | 0.19% | – |
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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% |