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 | $2,833,592 | -1.3% | 108,650 | -0.4% | 0.30% | +0.7% |
| Q2 2023 | $2,871,832 | +2.2% | 109,050 | +3.3% | 0.30% | -0.3% |
| Q1 2023 | $2,808,686 | +1.2% | 105,550 | +0.3% | 0.30% | -4.8% |
| Q4 2022 | $2,775,443 | +1.7% | 105,250 | 0.0% | 0.31% | -7.9% |
| Q3 2022 | $2,728,000 | +8.1% | 105,250 | +11.1% | 0.34% | +9.3% |
| Q2 2022 | $2,523,000 | +166.7% | 94,750 | +167.1% | 0.31% | +186.2% |
| Q1 2022 | $946,000 | – | 35,475 | – | 0.11% | – |
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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% |