ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 103 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,428,692 | +0.7% | 54,781 | +1.6% | 0.00% | 0.0% |
| Q2 2023 | $1,419,373 | +94968.5% | 53,897 | -3.9% | 0.00% | 0.0% |
| Q1 2023 | $1,493 | +27.3% | 56,100 | +26.2% | 0.00% | 0.0% |
| Q4 2022 | $1,173 | -99.9% | 44,465 | +13.5% | 0.00% | 0.0% |
| Q3 2022 | $1,016,000 | +1.0% | 39,182 | +3.7% | 0.00% | 0.0% |
| Q2 2022 | $1,006,000 | +22.7% | 37,772 | +22.8% | 0.00% | +33.3% |
| Q1 2022 | $820,000 | +15.0% | 30,770 | +20.2% | 0.00% | 0.0% |
| Q4 2021 | $713,000 | +22.1% | 25,603 | +22.6% | 0.00% | 0.0% |
| Q3 2021 | $584,000 | -0.2% | 20,878 | +0.0% | 0.00% | -25.0% |
| Q2 2021 | $585,000 | +3.0% | 20,877 | +2.6% | 0.00% | 0.0% |
| Q1 2021 | $568,000 | -14.6% | 20,345 | -13.8% | 0.00% | -20.0% |
| Q4 2020 | $665,000 | +0.3% | 23,590 | 0.0% | 0.01% | -16.7% |
| Q3 2020 | $663,000 | +54.5% | 23,590 | +53.4% | 0.01% | +50.0% |
| Q2 2020 | $429,000 | +28.8% | 15,379 | +24.9% | 0.00% | 0.0% |
| Q1 2020 | $333,000 | – | 12,314 | – | 0.00% | – |
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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% |