ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 30 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $22,424,569 | +12.9% | 903,852 | +14.6% | 0.00% | 0.0% |
Q2 2023 | $19,864,376 | +6.4% | 788,895 | +7.9% | 0.00% | 0.0% |
Q1 2023 | $18,660,974 | +9.9% | 730,943 | +8.6% | 0.00% | 0.0% |
Q4 2022 | $16,972,935 | +55.6% | 673,262 | +52.0% | 0.00% | +100.0% |
Q3 2022 | $10,909,000 | +15.9% | 442,924 | +19.2% | 0.00% | 0.0% |
Q2 2022 | $9,413,000 | +116.2% | 371,446 | +117.6% | 0.00% | – |
Q1 2022 | $4,353,000 | -5.0% | 170,685 | +0.1% | 0.00% | – |
Q4 2021 | $4,581,000 | +15.9% | 170,433 | +16.0% | 0.00% | – |
Q3 2021 | $3,951,000 | +33.8% | 146,986 | +34.3% | 0.00% | – |
Q2 2021 | $2,952,000 | +19.2% | 109,438 | +18.6% | 0.00% | – |
Q1 2021 | $2,476,000 | +40.0% | 92,285 | +41.4% | 0.00% | – |
Q4 2020 | $1,768,000 | -15.5% | 65,249 | -16.1% | 0.00% | – |
Q3 2020 | $2,092,000 | +159.9% | 77,754 | +157.5% | 0.00% | – |
Q2 2020 | $805,000 | +121.2% | 30,198 | +114.1% | 0.00% | – |
Q1 2020 | $364,000 | +727.3% | 14,107 | +724.0% | 0.00% | – |
Q4 2019 | $44,000 | – | 1,712 | – | 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% |