ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 116 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,725,652 | -2.9% | 230,780 | -1.4% | 0.00% | 0.0% |
Q2 2023 | $5,894,462 | -17.4% | 234,093 | -16.2% | 0.00% | 0.0% |
Q1 2023 | $7,135,507 | +12.4% | 279,495 | +11.0% | 0.00% | 0.0% |
Q4 2022 | $6,349,088 | +37.8% | 251,848 | +34.7% | 0.00% | 0.0% |
Q3 2022 | $4,606,000 | +10.7% | 187,015 | +14.0% | 0.00% | 0.0% |
Q2 2022 | $4,159,000 | -25.9% | 164,119 | -25.4% | 0.00% | 0.0% |
Q1 2022 | $5,613,000 | -29.4% | 220,036 | -25.6% | 0.00% | 0.0% |
Q4 2021 | $7,954,000 | +25.1% | 295,945 | +25.1% | 0.00% | 0.0% |
Q3 2021 | $6,358,000 | +29.9% | 236,485 | +30.3% | 0.00% | 0.0% |
Q2 2021 | $4,896,000 | +17.8% | 181,483 | +17.1% | 0.00% | 0.0% |
Q1 2021 | $4,157,000 | +70.6% | 154,965 | +72.3% | 0.00% | – |
Q4 2020 | $2,436,000 | +125.3% | 89,939 | +123.9% | 0.00% | – |
Q3 2020 | $1,081,000 | +0.1% | 40,163 | -0.9% | 0.00% | – |
Q2 2020 | $1,080,000 | +65.4% | 40,517 | +60.1% | 0.00% | – |
Q1 2020 | $653,000 | +383.7% | 25,304 | +386.6% | 0.00% | – |
Q4 2019 | $135,000 | – | 5,200 | – | 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% |