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 | $1,815,193 | +11.3% | 69,601 | +12.4% | 0.16% | +15.6% |
| Q2 2023 | $1,631,347 | -36.9% | 61,946 | -36.2% | 0.14% | -38.6% |
| Q1 2023 | $2,583,910 | -4.9% | 97,103 | -5.7% | 0.22% | -10.6% |
| Q4 2022 | $2,715,872 | +25.7% | 102,991 | +23.5% | 0.25% | +20.0% |
| Q3 2022 | $2,161,000 | +7.2% | 83,377 | +10.2% | 0.20% | +13.9% |
| Q2 2022 | $2,015,000 | +4.5% | 75,672 | +4.6% | 0.18% | +20.0% |
| Q1 2022 | $1,929,000 | +47.6% | 72,367 | +54.3% | 0.15% | +53.1% |
| Q4 2021 | $1,307,000 | +550.2% | 46,905 | +553.3% | 0.10% | +512.5% |
| Q3 2021 | $201,000 | -49.9% | 7,180 | -49.9% | 0.02% | -52.9% |
| Q2 2021 | $401,000 | – | 14,327 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BLUE SQUARE ASSET MANAGEMENT, LLC | 35,453 | $944,000 | 2.03% |
| Gateway Advisory, LLC | 172,493 | $4,593,000 | 1.96% |
| Praetorian Wealth Management, Inc. | 199,393 | $5,309,000 | 1.95% |
| Virginia National Bank | 27,802 | $740,000 | 1.16% |
| SONATA CAPITAL GROUP INC | 62,460 | $1,663,000 | 0.86% |
| Newman Dignan & Sheerar, Inc. | 89,220 | $2,376,000 | 0.81% |
| WJ Wealth Management, LLC | 33,972 | $904,000 | 0.64% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 430,507 | $11,464,000 | 0.48% |
| First Affirmative Financial Network | 15,700 | $418,000 | 0.48% |
| Covington Investment Advisors Inc. | 70,374 | $1,874,000 | 0.47% |