ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 134 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,617,000 | -9.8% | 138,692 | -8.9% | 0.00% | 0.0% |
| Q2 2023 | $4,009,000 | -1.5% | 152,219 | -0.5% | 0.00% | 0.0% |
| Q1 2023 | $4,069,000 | -16.1% | 152,911 | -16.9% | 0.00% | 0.0% |
| Q4 2022 | $4,851,000 | +15.9% | 183,972 | +13.9% | 0.00% | 0.0% |
| Q3 2022 | $4,187,000 | -0.6% | 161,535 | +2.1% | 0.00% | 0.0% |
| Q2 2022 | $4,213,000 | +5.3% | 158,195 | +5.4% | 0.00% | 0.0% |
| Q1 2022 | $4,002,000 | +102.4% | 150,104 | +111.6% | 0.00% | – |
| Q4 2021 | $1,977,000 | -26.1% | 70,937 | -25.9% | 0.00% | -100.0% |
| Q3 2021 | $2,675,000 | -0.3% | 95,703 | -0.1% | 0.00% | 0.0% |
| Q2 2021 | $2,682,000 | +9.6% | 95,806 | +9.3% | 0.00% | 0.0% |
| Q1 2021 | $2,448,000 | -35.8% | 87,630 | -35.2% | 0.00% | 0.0% |
| Q4 2020 | $3,811,000 | +4.6% | 135,297 | +4.3% | 0.00% | 0.0% |
| Q3 2020 | $3,644,000 | +103.0% | 129,690 | +101.5% | 0.00% | 0.0% |
| Q2 2020 | $1,795,000 | -35.8% | 64,371 | -37.8% | 0.00% | 0.0% |
| Q1 2020 | $2,796,000 | +3.1% | 103,430 | +3.7% | 0.00% | 0.0% |
| Q4 2019 | $2,712,000 | -1.3% | 99,786 | -1.6% | 0.00% | 0.0% |
| Q3 2019 | $2,747,000 | +25.8% | 101,429 | +25.0% | 0.00% | 0.0% |
| Q2 2019 | $2,183,000 | +9.0% | 81,118 | +7.3% | 0.00% | 0.0% |
| Q1 2019 | $2,003,000 | – | 75,603 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BLUE SQUARE ASSET MANAGEMENT, LLC | 35,453 | $944,000 | 2.03% |
| Gateway Advisory, LLC | 172,493 | $4,593,000 | 1.96% |
| Praetorian Wealth Management, Inc. | 199,393 | $5,309,000 | 1.95% |
| Virginia National Bank | 27,802 | $740,000 | 1.16% |
| SONATA CAPITAL GROUP INC | 62,460 | $1,663,000 | 0.86% |
| Newman Dignan & Sheerar, Inc. | 89,220 | $2,376,000 | 0.81% |
| WJ Wealth Management, LLC | 33,972 | $904,000 | 0.64% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 430,507 | $11,464,000 | 0.48% |
| First Affirmative Financial Network | 15,700 | $418,000 | 0.48% |
| Covington Investment Advisors Inc. | 70,374 | $1,874,000 | 0.47% |