ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 44 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,946,068 | +7.4% | 611,429 | +8.5% | 0.55% | +12.7% |
| Q2 2023 | $14,847,094 | +2.0% | 563,778 | +3.0% | 0.49% | -3.2% |
| Q1 2023 | $14,561,737 | +3.0% | 547,228 | +2.0% | 0.51% | -5.6% |
| Q4 2022 | $14,140,913 | +9.0% | 536,250 | +7.2% | 0.54% | -3.6% |
| Q3 2022 | $12,968,000 | +13.1% | 500,296 | +16.2% | 0.56% | +15.6% |
| Q2 2022 | $11,464,000 | +14.6% | 430,507 | +13.0% | 0.48% | +20.2% |
| Q1 2022 | $10,000,000 | +22.9% | 381,016 | +30.5% | 0.40% | +41.3% |
| Q4 2021 | $8,134,000 | +5.2% | 291,976 | +5.6% | 0.28% | -6.9% |
| Q3 2021 | $7,733,000 | +15.9% | 276,620 | +16.0% | 0.30% | +16.0% |
| Q2 2021 | $6,675,000 | +26.4% | 238,385 | +26.1% | 0.26% | +14.9% |
| Q1 2021 | $5,280,000 | +14.5% | 189,007 | +15.4% | 0.23% | +4.6% |
| Q4 2020 | $4,613,000 | +55.3% | 163,759 | +54.9% | 0.22% | +35.4% |
| Q3 2020 | $2,971,000 | +387.8% | 105,744 | +383.8% | 0.16% | +335.1% |
| Q2 2020 | $609,000 | +74.5% | 21,855 | +69.1% | 0.04% | +42.3% |
| Q1 2020 | $349,000 | +74.5% | 12,921 | +75.4% | 0.03% | +116.7% |
| Q4 2019 | $200,000 | – | 7,367 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Virginia National Bank | 17,647 | $460,233 | 2.10% |
| Praetorian Wealth Management, Inc. | 218,620 | $5,701,609 | 1.81% |
| Envision Financial Planning, LLC | 51,161 | $1,334,273 | 1.32% |
| Newman Dignan & Sheerar, Inc. | 138,956 | $3,623,985 | 1.19% |
| Covington Investment Advisors Inc. | 212,613 | $5,545 | 1.18% |
| SONATA CAPITAL GROUP INC | 62,460 | $1,629 | 0.87% |
| COLONY GROUP LLC | 2,201,352 | $57,411 | 0.86% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 42,254 | $1,101,984 | 0.81% |
| PFG Private Wealth Management, LLC | 41,558 | $1,083,833 | 0.81% |
| Atwater Malick LLC | 54,630 | $1,424,750 | 0.63% |