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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,381,868 | +21.1% | 52,176 | +21.0% | 0.02% | +15.0% |
| Q1 2024 | $1,140,957 | +8.1% | 43,120 | +8.4% | 0.02% | 0.0% |
| Q4 2023 | $1,055,762 | +7.5% | 39,773 | +5.6% | 0.02% | 0.0% |
| 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 ↓ |
|---|---|---|---|
| Kathmere Capital Management, LLC | 657,800 | $17,421,833 | 1.84% |
| Praetorian Wealth Management, Inc. | 224,019 | $5,933,143 | 1.52% |
| Cypress Point Wealth Management, LLC | 113,000 | $2,992,805 | 1.42% |
| Covington Investment Advisors Inc. | 297,843 | $7,888 | 1.27% |
| Foundry Financial Group, Inc. | 50,522 | $1,338,075 | 0.92% |
| Newman Dignan & Sheerar, Inc. | 115,055 | $3,047,220 | 0.79% |
| Paradiem, LLC | 114,986 | $3,045,404 | 0.76% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 47,484 | $1,257,614 | 0.73% |
| Atwater Malick LLC | 76,683 | $2,030,949 | 0.70% |
| Signature Wealth Management Group | 57,343 | $1,518,719 | 0.66% |