ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 151 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $2,376 | +43.3% | 89,785 | +43.7% | 1.08% | +31.0% |
| Q4 2023 | $1,658 | +1.8% | 62,460 | 0.0% | 0.82% | -5.2% |
| Q3 2023 | $1,629 | -1.0% | 62,460 | 0.0% | 0.87% | +2.4% |
| Q2 2023 | $1,645 | -1.0% | 62,460 | 0.0% | 0.85% | -5.5% |
| Q1 2023 | $1,662 | +0.9% | 62,460 | 0.0% | 0.90% | -1.9% |
| Q4 2022 | $1,647 | -99.9% | 62,460 | 0.0% | 0.92% | +2.7% |
| Q3 2022 | $1,619,000 | -2.6% | 62,460 | 0.0% | 0.89% | +3.2% |
| Q2 2022 | $1,663,000 | -0.1% | 62,460 | 0.0% | 0.86% | +17.6% |
| Q1 2022 | $1,665,000 | -4.3% | 62,460 | 0.0% | 0.74% | +0.8% |
| Q4 2021 | $1,740,000 | +158.2% | 62,460 | +159.2% | 0.73% | +141.4% |
| Q3 2021 | $674,000 | – | 24,100 | – | 0.30% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 168,468 | $4,693,000 | 1.52% |
| Gateway Advisory, LLC | 178,920 | $4,985,000 | 1.06% |
| SONATA CAPITAL GROUP INC | 62,460 | $1,740,000 | 0.73% |
| Paradigm, Strategies in Wealth Management, LLC | 15,955 | $445,000 | 0.45% |
| CHILDRESS CAPITAL ADVISORS, LLC | 37,200 | $1,036,000 | 0.43% |
| SENTINEL PENSION ADVISORS INC. | 48,146 | $1,341,000 | 0.42% |
| Roof Eidam Maycock Peralta, LLC | 38,400 | $1,070,000 | 0.36% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 35,778 | $997,000 | 0.34% |
| Peloton Wealth Strategists | 28,000 | $780,000 | 0.31% |
| Azimuth Capital Management LLC | 255,400 | $7,115,000 | 0.29% |