ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 53 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,700,819 | +0.9% | 103,559 | +1.9% | 0.00% | 0.0% |
| Q2 2023 | $2,677,242 | +10.9% | 101,661 | +12.0% | 0.00% | 0.0% |
| Q1 2023 | $2,414,778 | +21.6% | 90,747 | +20.5% | 0.00% | 0.0% |
| Q4 2022 | $1,985,318 | +36.4% | 75,287 | +34.1% | 0.00% | +100.0% |
| Q3 2022 | $1,456,000 | -17.6% | 56,158 | -15.3% | 0.00% | -50.0% |
| Q2 2022 | $1,766,000 | +85.1% | 66,327 | +85.4% | 0.00% | +100.0% |
| Q1 2022 | $954,000 | -7.1% | 35,771 | -3.0% | 0.00% | 0.0% |
| Q4 2021 | $1,027,000 | +2.8% | 36,862 | +3.2% | 0.00% | 0.0% |
| Q3 2021 | $999,000 | +14.3% | 35,727 | +14.5% | 0.00% | 0.0% |
| Q2 2021 | $874,000 | -2.2% | 31,204 | -2.5% | 0.00% | 0.0% |
| Q1 2021 | $894,000 | +15.4% | 31,999 | +16.3% | 0.00% | 0.0% |
| Q4 2020 | $775,000 | -0.5% | 27,523 | -0.7% | 0.00% | 0.0% |
| Q3 2020 | $779,000 | +22.5% | 27,719 | +21.4% | 0.00% | 0.0% |
| Q2 2020 | $636,000 | +15.6% | 22,828 | +12.3% | 0.00% | 0.0% |
| Q1 2020 | $550,000 | +29.4% | 20,335 | +30.0% | 0.00% | 0.0% |
| Q4 2019 | $425,000 | +39.3% | 15,641 | +38.7% | 0.00% | – |
| Q3 2019 | $305,000 | – | 11,274 | – | 0.00% | – |
Download | ||||||
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% |