Granite Harbor Advisors, Inc. - ISHARES TR ownership

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
Granite Harbor Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$668,778
-1.5%
26,9560.0%0.54%
+1.9%
Q2 2023$678,752
-1.4%
26,9560.0%0.53%
-16.1%
Q1 2023$688,187
+78.9%
26,956
+76.7%
0.63%
+60.2%
Q4 2022$384,60415,2560.39%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 224,345$5,565,9991.77%
Virginia National Bank 13,639$338,3831.54%
Newman Dignan & Sheerar, Inc. 110,401$2,739,0430.90%
BLUE SQUARE ASSET MANAGEMENT, LLC 44,300$1,099,0830.81%
WJ Wealth Management, LLC 47,037$1,166,9890.57%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 652,110$16,178,8490.56%
Granite Harbor Advisors, Inc. 26,956$668,7780.54%
Royal Harbor Partners, LLC 37,287$925,0900.48%
Atwater Malick LLC 43,974$1,090,9950.48%
Evergreen Wealth Solutions, LLC 19,002$471,4380.48%
View complete list of ISHARES TR shareholders