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 | $236,128 | -1.0% | 9,054 | 0.0% | 0.02% | +5.9% |
| Q2 2023 | $238,437 | -1.0% | 9,054 | 0.0% | 0.02% | -5.6% |
| Q1 2023 | $240,927 | +84140.2% | 9,054 | -16.6% | 0.02% | -18.2% |
| Q4 2022 | $286 | -99.9% | 10,854 | 0.0% | 0.02% | -4.3% |
| Q3 2022 | $281,000 | -2.8% | 10,854 | 0.0% | 0.02% | +4.5% |
| Q2 2022 | $289,000 | 0.0% | 10,854 | 0.0% | 0.02% | +15.8% |
| Q1 2022 | $289,000 | +28.4% | 10,854 | +34.2% | 0.02% | +35.7% |
| Q4 2021 | $225,000 | – | 8,089 | – | 0.01% | – |
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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% |