ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 75 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $3,710,000 | -6.3% | 132,808 | -5.5% | 0.18% | -15.4% |
| Q4 2020 | $3,960,000 | -4.0% | 140,551 | -4.2% | 0.21% | -16.4% |
| Q3 2020 | $4,123,000 | -8.9% | 146,736 | -9.7% | 0.26% | -20.2% |
| Q2 2020 | $4,528,000 | -6.8% | 162,441 | -9.6% | 0.32% | -17.1% |
| Q1 2020 | $4,856,000 | -16.4% | 179,594 | -16.0% | 0.39% | +9.0% |
| Q4 2019 | $5,811,000 | – | 213,814 | – | 0.36% | – |
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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% |