ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 51 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,625,951 | +0.9% | 183,715 | +2.3% | 0.01% | -14.3% |
| Q1 2023 | $4,584,010 | +1548.9% | 179,554 | +1493.1% | 0.01% | – |
| Q3 2022 | $278,000 | -81.7% | 11,271 | -81.2% | 0.00% | -100.0% |
| Q2 2022 | $1,520,000 | +11.4% | 59,991 | +12.1% | 0.00% | 0.0% |
| Q1 2022 | $1,365,000 | +31.8% | 53,515 | +38.9% | 0.00% | +100.0% |
| Q4 2021 | $1,036,000 | +65.5% | 38,541 | +65.5% | 0.00% | 0.0% |
| Q3 2021 | $626,000 | -57.2% | 23,287 | -57.0% | 0.00% | -50.0% |
| Q2 2021 | $1,462,000 | +173.3% | 54,184 | +171.7% | 0.00% | +100.0% |
| Q1 2021 | $535,000 | -41.1% | 19,944 | -40.5% | 0.00% | -50.0% |
| Q4 2020 | $908,000 | +16.3% | 33,537 | +15.5% | 0.00% | 0.0% |
| Q3 2020 | $781,000 | +147.9% | 29,030 | +146.0% | 0.00% | +100.0% |
| Q2 2020 | $315,000 | +1.3% | 11,799 | -2.4% | 0.00% | 0.0% |
| Q1 2020 | $311,000 | +1.3% | 12,088 | +1.7% | 0.00% | 0.0% |
| Q4 2019 | $307,000 | +21.3% | 11,882 | +22.6% | 0.00% | 0.0% |
| Q3 2019 | $253,000 | – | 9,695 | – | 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% |