ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 85 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $897,152 | -1.0% | 34,400 | 0.0% | 0.30% | -2.6% |
| Q2 2023 | $905,924 | -1.0% | 34,400 | 0.0% | 0.30% | -10.1% |
| Q1 2023 | $915,384 | +0.9% | 34,400 | 0.0% | 0.34% | +4.7% |
| Q4 2022 | $907,128 | -8.8% | 34,400 | -10.4% | 0.32% | -13.2% |
| Q3 2022 | $995,000 | -2.7% | 38,400 | 0.0% | 0.37% | -1.6% |
| Q2 2022 | $1,023,000 | -0.1% | 38,400 | 0.0% | 0.38% | +13.9% |
| Q1 2022 | $1,024,000 | -4.3% | 38,400 | 0.0% | 0.33% | -8.3% |
| Q4 2021 | $1,070,000 | -0.3% | 38,400 | 0.0% | 0.36% | -8.6% |
| Q3 2021 | $1,073,000 | -0.2% | 38,400 | 0.0% | 0.40% | -1.5% |
| Q2 2021 | $1,075,000 | +0.2% | 38,400 | 0.0% | 0.40% | -3.1% |
| Q1 2021 | $1,073,000 | -0.8% | 38,400 | 0.0% | 0.41% | -1.7% |
| Q4 2020 | $1,082,000 | +0.3% | 38,400 | 0.0% | 0.42% | +0.2% |
| Q3 2020 | $1,079,000 | +0.8% | 38,400 | 0.0% | 0.42% | +1.7% |
| Q2 2020 | $1,070,000 | +5.2% | 38,400 | +2.1% | 0.41% | -3.3% |
| Q1 2020 | $1,017,000 | +13.1% | 37,600 | +13.6% | 0.43% | +23.4% |
| Q4 2019 | $899,000 | +1662.7% | 33,100 | +1642.1% | 0.35% | +1547.6% |
| Q3 2019 | $51,000 | – | 1,900 | – | 0.02% | – |
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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% |