ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 134 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $708,166 | +1.7% | 26,855 | – | 0.26% | -1.1% |
| Q3 2022 | $696,000 | -2.7% | 0 | -100.0% | 0.27% | +12.7% |
| Q2 2022 | $715,000 | -0.1% | 26,855 | 0.0% | 0.24% | +9.2% |
| Q1 2022 | $716,000 | -13.2% | 26,855 | -9.3% | 0.22% | -9.2% |
| Q4 2021 | $825,000 | +64.7% | 29,616 | +65.3% | 0.24% | +56.2% |
| Q3 2021 | $501,000 | -0.2% | 17,920 | 0.0% | 0.15% | +1.3% |
| Q2 2021 | $502,000 | -0.6% | 17,920 | 0.0% | 0.15% | -10.7% |
| Q4 2020 | $505,000 | +17.2% | 17,920 | +16.9% | 0.17% | +3.7% |
| Q3 2020 | $431,000 | +23.1% | 15,334 | +22.0% | 0.16% | +15.6% |
| Q2 2020 | $350,000 | +2.9% | 12,573 | 0.0% | 0.14% | -2.8% |
| Q1 2020 | $340,000 | -0.6% | 12,573 | 0.0% | 0.14% | +31.8% |
| Q4 2019 | $342,000 | +0.6% | 12,573 | 0.0% | 0.11% | -2.7% |
| Q3 2019 | $340,000 | +0.6% | 12,573 | 0.0% | 0.11% | -4.2% |
| Q2 2019 | $338,000 | +4.0% | 12,573 | 0.0% | 0.12% | +5.4% |
| Q4 2018 | $325,000 | – | 12,573 | – | 0.11% | – |
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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% |