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 | $652 | -0.9% | 25,000 | 0.0% | 0.30% | +3.4% |
| Q2 2023 | $658 | -1.1% | 25,000 | 0.0% | 0.29% | -4.3% |
| Q1 2023 | $665 | +0.9% | 25,000 | 0.0% | 0.30% | -4.1% |
| Q4 2022 | $659 | -99.9% | 25,000 | 0.0% | 0.32% | -5.9% |
| Q3 2022 | $648,000 | -2.7% | 25,000 | 0.0% | 0.34% | +3.7% |
| Q2 2022 | $666,000 | -10.7% | 25,000 | -10.7% | 0.32% | +4.2% |
| Q1 2022 | $746,000 | -4.4% | 28,000 | 0.0% | 0.31% | -0.3% |
| Q4 2021 | $780,000 | -0.4% | 28,000 | 0.0% | 0.31% | -2.5% |
| Q3 2021 | $783,000 | -1.9% | 28,000 | -1.8% | 0.32% | -2.4% |
| Q2 2021 | $798,000 | +3.9% | 28,500 | +3.6% | 0.33% | -8.9% |
| Q1 2021 | $768,000 | -4.4% | 27,500 | -3.5% | 0.36% | -9.3% |
| Q4 2020 | $803,000 | +5.8% | 28,500 | +5.6% | 0.40% | -6.4% |
| Q3 2020 | $759,000 | +43.2% | 27,000 | +42.1% | 0.42% | +27.2% |
| Q2 2020 | $530,000 | +8.8% | 19,000 | +5.6% | 0.33% | -15.9% |
| Q1 2020 | $487,000 | +12.0% | 18,000 | +12.5% | 0.40% | +50.4% |
| Q4 2019 | $435,000 | -5.4% | 16,000 | -5.9% | 0.26% | -10.2% |
| Q3 2019 | $460,000 | – | 17,000 | – | 0.29% | – |
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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% |