ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 108 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,013,754 | -3.5% | 81,167 | -2.1% | 0.06% | -5.1% |
| Q2 2023 | $2,087,825 | -4.5% | 82,916 | -3.2% | 0.06% | -9.2% |
| Q1 2023 | $2,186,313 | +8.3% | 85,637 | +7.0% | 0.06% | -13.3% |
| Q4 2022 | $2,017,859 | +29.5% | 80,042 | +30.2% | 0.08% | +15.4% |
| Q2 2022 | $1,558,000 | +1.6% | 61,482 | +2.2% | 0.06% | +18.2% |
| Q1 2022 | $1,534,000 | +1.7% | 60,156 | +7.2% | 0.06% | 0.0% |
| Q4 2021 | $1,508,000 | +3.5% | 56,112 | +3.5% | 0.06% | -3.5% |
| Q3 2021 | $1,457,000 | -8.1% | 54,202 | -7.7% | 0.06% | -12.3% |
| Q2 2021 | $1,585,000 | +3.9% | 58,753 | +3.3% | 0.06% | -9.7% |
| Q1 2021 | $1,526,000 | -20.1% | 56,900 | -19.3% | 0.07% | -23.4% |
| Q4 2020 | $1,909,000 | -1.0% | 70,468 | -1.6% | 0.09% | -13.8% |
| Q3 2020 | $1,928,000 | +19.5% | 71,634 | +18.4% | 0.11% | +11.2% |
| Q2 2020 | $1,614,000 | +44.8% | 60,520 | +40.8% | 0.10% | +10.1% |
| Q4 2019 | $1,115,000 | – | 42,979 | – | 0.09% | – |
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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% |