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 | $8,744,651 | +6.4% | 335,301 | +7.4% | 0.01% | 0.0% |
| Q2 2023 | $8,218,081 | -3.6% | 312,059 | -2.6% | 0.01% | -14.3% |
| Q1 2023 | $8,526,451 | -0.2% | 320,423 | -1.1% | 0.01% | 0.0% |
| Q4 2022 | $8,541,896 | +29.6% | 323,925 | +27.4% | 0.01% | +16.7% |
| Q3 2022 | $6,589,000 | +18.7% | 254,205 | +21.9% | 0.01% | +20.0% |
| Q2 2022 | $5,551,000 | +37.7% | 208,460 | +37.9% | 0.01% | +66.7% |
| Q1 2022 | $4,030,000 | +36.4% | 151,151 | +42.5% | 0.00% | +50.0% |
| Q4 2021 | $2,955,000 | +16.3% | 106,061 | +16.7% | 0.00% | 0.0% |
| Q3 2021 | $2,541,000 | +53.0% | 90,895 | +53.3% | 0.00% | 0.0% |
| Q2 2021 | $1,661,000 | +3.9% | 59,306 | +3.6% | 0.00% | 0.0% |
| Q1 2021 | $1,599,000 | +26.6% | 57,256 | +27.7% | 0.00% | 0.0% |
| Q4 2020 | $1,263,000 | +39.3% | 44,849 | +39.0% | 0.00% | +100.0% |
| Q3 2020 | $907,000 | +331.9% | 32,266 | +327.3% | 0.00% | – |
| Q2 2020 | $210,000 | – | 7,551 | – | 0.00% | – |
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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% |