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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,091,708 | -23.8% | 567,985 | -22.6% | 0.02% | -23.3% |
| Q2 2023 | $18,485,695 | +3.6% | 734,142 | +5.0% | 0.03% | 0.0% |
| Q1 2023 | $17,849,172 | +0.1% | 699,145 | -1.1% | 0.03% | -6.2% |
| Q4 2022 | $17,828,738 | +168.3% | 707,209 | +162.1% | 0.03% | +128.6% |
| Q3 2022 | $6,646,000 | +32.9% | 269,803 | +36.7% | 0.01% | +40.0% |
| Q2 2022 | $5,002,000 | +48.6% | 197,438 | +49.6% | 0.01% | +66.7% |
| Q1 2022 | $3,366,000 | +10.8% | 131,938 | +16.7% | 0.01% | +20.0% |
| Q4 2021 | $3,037,000 | +9.1% | 113,011 | +9.2% | 0.01% | 0.0% |
| Q3 2021 | $2,783,000 | +5.2% | 103,506 | +5.5% | 0.01% | 0.0% |
| Q2 2021 | $2,646,000 | -2.7% | 98,096 | -3.2% | 0.01% | -16.7% |
| Q1 2021 | $2,720,000 | +36.3% | 101,380 | +37.6% | 0.01% | +50.0% |
| Q4 2020 | $1,995,000 | +68.8% | 73,665 | +67.7% | 0.00% | +33.3% |
| Q3 2020 | $1,182,000 | +186.9% | 43,916 | +184.4% | 0.00% | +200.0% |
| Q2 2020 | $412,000 | – | 15,441 | – | 0.00% | – |
Download | ||||||
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% |