ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 109 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| SENTINEL PENSION ADVISORS INC | 41,282 | $1,116,000 | 0.54% |
| Roof Eidam Maycock Peralta, LLC | 37,600 | $1,017,000 | 0.43% |
| Peloton Wealth Strategists | 18,000 | $487,000 | 0.40% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 179,594 | $4,856,000 | 0.39% |
| Covington Investment Advisors Inc. | 35,302 | $955,000 | 0.36% |
| BCS Wealth Management | 14,037 | $380,000 | 0.27% |
| Estate Counselors, LLC | 58,550 | $1,583,000 | 0.26% |
| WRAPMANAGER INC | 14,269 | $386,000 | 0.17% |
| Capital Directions Investment Advisors, LLC | 12,573 | $340,000 | 0.14% |
| Altium Wealth Management LLC | 29,005 | $784,000 | 0.11% |