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 | $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 ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 200,238 | $5,280,276 | 1.90% |
| Virginia National Bank | 17,311 | $456,491 | 1.68% |
| WJ Wealth Management, LLC | 85,437 | $2,252,973 | 1.31% |
| Newman Dignan & Sheerar, Inc. | 136,623 | $3,602,740 | 1.19% |
| SONATA CAPITAL GROUP INC | 62,460 | $1,647 | 0.92% |
| Gateway Advisory, LLC | 123,974 | $3,269 | 0.84% |
| Covington Investment Advisors Inc. | 120,589 | $3,180 | 0.76% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 44,763 | $1,180,400 | 0.76% |
| Signature Wealth Management Group | 51,557 | $1,359,558 | 0.66% |
| Hedeker Wealth, LLC | 66,459 | $1,752,524 | 0.66% |