ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 75 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $982,266 | +12.0% | 37,664 | +13.0% | 0.02% | +11.1% |
| Q2 2023 | $877,392 | +26.4% | 33,317 | +27.7% | 0.02% | +20.0% |
| Q1 2023 | $694,246 | -1.2% | 26,090 | -2.1% | 0.02% | -6.2% |
| Q4 2022 | $702,925 | +3.4% | 26,656 | +1.6% | 0.02% | +14.3% |
| Q3 2022 | $680,000 | -8.2% | 26,226 | -5.8% | 0.01% | 0.0% |
| Q2 2022 | $741,000 | -20.3% | 27,838 | -20.2% | 0.01% | -12.5% |
| Q1 2022 | $930,000 | -2.0% | 34,872 | +2.3% | 0.02% | 0.0% |
| Q4 2021 | $949,000 | +71.3% | 34,075 | +72.1% | 0.02% | +60.0% |
| Q3 2021 | $554,000 | -19.4% | 19,803 | -19.3% | 0.01% | -23.1% |
| Q2 2021 | $687,000 | +11.9% | 24,532 | +11.7% | 0.01% | +8.3% |
| Q1 2021 | $614,000 | +15.2% | 21,970 | +16.2% | 0.01% | +9.1% |
| Q4 2020 | $533,000 | +24.0% | 18,911 | +23.5% | 0.01% | +10.0% |
| Q3 2020 | $430,000 | +0.7% | 15,314 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $427,000 | +64.9% | 15,314 | +59.7% | 0.01% | +42.9% |
| Q1 2020 | $259,000 | +27.0% | 9,588 | +27.5% | 0.01% | +75.0% |
| Q4 2019 | $204,000 | – | 7,520 | – | 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% |