ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 133 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,836,404 | +10.0% | 147,102 | +11.1% | 0.01% | 0.0% |
| Q2 2023 | $3,487,474 | +1.0% | 132,427 | +2.1% | 0.01% | 0.0% |
| Q1 2023 | $3,452,377 | +42.8% | 129,740 | +41.5% | 0.01% | +25.0% |
| Q4 2022 | $2,417,555 | +69.7% | 91,677 | +66.7% | 0.00% | +100.0% |
| Q3 2022 | $1,425,000 | +280.0% | 54,981 | +290.7% | 0.00% | +100.0% |
| Q2 2022 | $375,000 | +72.8% | 14,074 | +73.3% | 0.00% | – |
| Q1 2022 | $217,000 | -4.0% | 8,122 | 0.0% | 0.00% | – |
| Q4 2021 | $226,000 | -0.4% | 8,122 | 0.0% | 0.00% | – |
| Q3 2021 | $227,000 | -6.6% | 8,122 | -6.3% | 0.00% | – |
| Q2 2021 | $243,000 | +143.0% | 8,665 | +143.9% | 0.00% | – |
| Q1 2021 | $100,000 | 0.0% | 3,553 | 0.0% | 0.00% | – |
| Q4 2020 | $100,000 | -12.3% | 3,553 | -12.2% | 0.00% | – |
| Q3 2020 | $114,000 | +83.9% | 4,046 | +81.9% | 0.00% | – |
| Q2 2020 | $62,000 | – | 2,224 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 182,427 | $4,728,000 | 1.77% |
| Virginia National Bank | 17,630 | $457,000 | 1.46% |
| Gateway Advisory, LLC | 161,340 | $4,182,000 | 1.04% |
| WJ Wealth Management, LLC | 56,013 | $1,452,000 | 0.91% |
| SONATA CAPITAL GROUP INC | 62,460 | $1,619,000 | 0.89% |
| Salomon & Ludwin, LLC | 227,150 | $5,888,000 | 0.88% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 43,843 | $1,136,000 | 0.77% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 500,296 | $12,968,000 | 0.56% |
| Covington Investment Advisors Inc. | 79,774 | $2,068,000 | 0.54% |
| Signature Wealth Management Group | 40,247 | $1,043,000 | 0.53% |