ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 38 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $323,105 | -3.9% | 12,389 | -3.0% | 0.10% | 0.0% |
| Q2 2023 | $336,324 | -11.8% | 12,771 | -10.9% | 0.10% | -12.0% |
| Q1 2023 | $381,321 | +99202.3% | 14,330 | -1.6% | 0.12% | -4.9% |
| Q4 2022 | $384 | -99.9% | 14,561 | +23.7% | 0.12% | +19.4% |
| Q3 2022 | $305,000 | -4.4% | 11,767 | -1.7% | 0.10% | +3.0% |
| Q2 2022 | $319,000 | -0.6% | 11,974 | -0.6% | 0.10% | +16.3% |
| Q1 2022 | $321,000 | -5.9% | 12,052 | -1.6% | 0.09% | +1.2% |
| Q4 2021 | $341,000 | -0.3% | 12,248 | 0.0% | 0.08% | -4.5% |
| Q3 2021 | $342,000 | -1.4% | 12,248 | -1.2% | 0.09% | 0.0% |
| Q2 2021 | $347,000 | +0.3% | 12,398 | 0.0% | 0.09% | -7.3% |
| Q1 2021 | $346,000 | -3.1% | 12,398 | -2.2% | 0.10% | -7.7% |
| Q4 2020 | $357,000 | -29.3% | 12,674 | -29.4% | 0.10% | -38.5% |
| Q3 2020 | $505,000 | +0.6% | 17,963 | -0.3% | 0.17% | -9.1% |
| Q2 2020 | $502,000 | +30.1% | 18,021 | +26.3% | 0.19% | +8.1% |
| Q1 2020 | $386,000 | -24.9% | 14,269 | -24.5% | 0.17% | +6.8% |
| Q4 2019 | $514,000 | – | 18,901 | – | 0.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Virginia National Bank | 17,647 | $460,233 | 2.10% |
| Praetorian Wealth Management, Inc. | 218,620 | $5,701,609 | 1.81% |
| Envision Financial Planning, LLC | 51,161 | $1,334,273 | 1.32% |
| Newman Dignan & Sheerar, Inc. | 138,956 | $3,623,985 | 1.19% |
| Covington Investment Advisors Inc. | 212,613 | $5,545 | 1.18% |
| SONATA CAPITAL GROUP INC | 62,460 | $1,629 | 0.87% |
| COLONY GROUP LLC | 2,201,352 | $57,411 | 0.86% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 42,254 | $1,101,984 | 0.81% |
| PFG Private Wealth Management, LLC | 41,558 | $1,083,833 | 0.81% |
| Atwater Malick LLC | 54,630 | $1,424,750 | 0.63% |