ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 153 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,790,000 | +2.5% | 143,108 | +2.4% | 0.00% | 0.0% |
| Q1 2024 | $3,697,000 | +2.2% | 139,720 | +2.5% | 0.00% | 0.0% |
| Q4 2023 | $3,617,000 | 0.0% | 136,268 | -1.7% | 0.00% | 0.0% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kathmere Capital Management, LLC | 657,800 | $17,421,833 | 1.84% |
| Praetorian Wealth Management, Inc. | 224,019 | $5,933,143 | 1.52% |
| Cypress Point Wealth Management, LLC | 113,000 | $2,992,805 | 1.42% |
| Covington Investment Advisors Inc. | 297,843 | $7,888 | 1.27% |
| Foundry Financial Group, Inc. | 50,522 | $1,338,075 | 0.92% |
| Newman Dignan & Sheerar, Inc. | 115,055 | $3,047,220 | 0.79% |
| Paradiem, LLC | 114,986 | $3,045,404 | 0.76% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 47,484 | $1,257,614 | 0.73% |
| Atwater Malick LLC | 76,683 | $2,030,949 | 0.70% |
| Signature Wealth Management Group | 57,343 | $1,518,719 | 0.66% |