ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 80 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,177,460 | -1.3% | 773,676 | -0.3% | 0.01% | 0.0% |
| Q2 2023 | $20,443,553 | -2.1% | 776,288 | -1.1% | 0.01% | -10.0% |
| Q1 2023 | $20,883,867 | +5.4% | 784,813 | +4.5% | 0.01% | 0.0% |
| Q4 2022 | $19,805,398 | +15.7% | 751,058 | +13.7% | 0.01% | 0.0% |
| Q3 2022 | $17,122,000 | +11.7% | 660,588 | +14.7% | 0.01% | +11.1% |
| Q2 2022 | $15,332,000 | +91.2% | 575,725 | +91.4% | 0.01% | +125.0% |
| Q1 2022 | $8,020,000 | -1.8% | 300,822 | +2.6% | 0.00% | 0.0% |
| Q4 2021 | $8,171,000 | +9.9% | 293,300 | +10.3% | 0.00% | 0.0% |
| Q3 2021 | $7,433,000 | +10.8% | 265,893 | +11.0% | 0.00% | 0.0% |
| Q2 2021 | $6,710,000 | +9.5% | 239,645 | +9.2% | 0.00% | 0.0% |
| Q1 2021 | $6,129,000 | +23.5% | 219,387 | +24.5% | 0.00% | 0.0% |
| Q4 2020 | $4,963,000 | +8.7% | 176,177 | +8.5% | 0.00% | 0.0% |
| Q3 2020 | $4,565,000 | – | 162,440 | – | 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% |