ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 136 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $294,631 | -15.6% | 11,297 | -14.8% | 0.01% | -7.7% |
| Q2 2023 | $349,163 | -3.0% | 13,259 | -2.0% | 0.01% | -7.1% |
| Q1 2023 | $359,858 | +5.0% | 13,523 | +4.1% | 0.01% | 0.0% |
| Q4 2022 | $342,625 | -52.3% | 12,993 | -53.1% | 0.01% | -56.2% |
| Q3 2022 | $718,000 | -0.7% | 27,715 | +2.0% | 0.03% | +3.2% |
| Q2 2022 | $723,000 | -5.7% | 27,179 | -5.5% | 0.03% | +10.7% |
| Q1 2022 | $767,000 | -3.4% | 28,773 | +0.9% | 0.03% | +3.7% |
| Q4 2021 | $794,000 | +23.5% | 28,520 | +23.9% | 0.03% | +17.4% |
| Q3 2021 | $643,000 | +37.4% | 23,014 | +37.5% | 0.02% | +35.3% |
| Q2 2021 | $468,000 | +36.0% | 16,737 | +35.7% | 0.02% | +30.8% |
| Q1 2021 | $344,000 | +23.3% | 12,331 | +24.3% | 0.01% | 0.0% |
| Q4 2020 | $279,000 | +9.0% | 9,920 | +8.5% | 0.01% | +8.3% |
| Q3 2020 | $256,000 | +13.8% | 9,144 | +13.0% | 0.01% | +9.1% |
| Q2 2020 | $225,000 | +8.7% | 8,092 | +5.2% | 0.01% | -8.3% |
| Q1 2020 | $207,000 | +0.5% | 7,690 | +1.3% | 0.01% | +33.3% |
| Q4 2019 | $206,000 | +32.1% | 7,589 | +31.1% | 0.01% | +28.6% |
| Q3 2019 | $156,000 | +2.6% | 5,787 | +1.8% | 0.01% | 0.0% |
| Q2 2019 | $152,000 | +90.0% | 5,685 | +87.3% | 0.01% | +75.0% |
| Q1 2019 | $80,000 | – | 3,035 | – | 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% |