ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 153 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,080,694 | +0.1% | 40,804 | 0.0% | 0.09% | +1.1% |
| Q1 2024 | $1,079,674 | -15.1% | 40,804 | -14.8% | 0.09% | -20.0% |
| Q4 2023 | $1,271,851 | +1.8% | 47,913 | 0.0% | 0.11% | -6.8% |
| Q3 2023 | $1,249,571 | -18.8% | 47,913 | -18.1% | 0.12% | -17.5% |
| Q2 2023 | $1,539,807 | +5.8% | 58,470 | +6.9% | 0.14% | +2.1% |
| Q1 2023 | $1,455,168 | +4.8% | 54,685 | +3.8% | 0.14% | -0.7% |
| Q4 2022 | $1,388,908 | +1.8% | 52,670 | 0.0% | 0.14% | -6.0% |
| Q3 2022 | $1,365,000 | +22.3% | 52,670 | +25.7% | 0.15% | +24.0% |
| Q2 2022 | $1,116,000 | +16.6% | 41,906 | +16.8% | 0.12% | +33.0% |
| Q1 2022 | $957,000 | -4.3% | 35,885 | 0.0% | 0.09% | -7.1% |
| Q4 2021 | $1,000,000 | +82.1% | 35,885 | +82.8% | 0.10% | +71.9% |
| Q3 2021 | $549,000 | +19.9% | 19,633 | +20.0% | 0.06% | +21.3% |
| Q2 2021 | $458,000 | +2.9% | 16,357 | +2.6% | 0.05% | -14.5% |
| Q1 2021 | $445,000 | +43.5% | 15,947 | +45.1% | 0.06% | +31.0% |
| Q4 2020 | $310,000 | +4.0% | 10,989 | +3.6% | 0.04% | -10.6% |
| Q3 2020 | $298,000 | – | 10,604 | – | 0.05% | – |
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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% |