ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 126 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $668,591 | -11.0% | 25,268 | -10.8% | 0.02% | -17.4% |
| Q4 2023 | $751,648 | -95.3% | 28,316 | -95.4% | 0.02% | -95.8% |
| 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 ↓ |
|---|---|---|---|
| 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% |