ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 65 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,587,000 | -4.9% | 444,346 | -4.0% | 0.02% | -8.3% |
| Q2 2023 | $12,184,000 | +3.5% | 462,644 | +4.6% | 0.02% | -7.7% |
| Q1 2023 | $11,769,000 | +4.5% | 442,344 | +3.6% | 0.03% | 0.0% |
| Q4 2022 | $11,261,000 | +3.7% | 427,064 | +1.9% | 0.03% | -10.3% |
| Q3 2022 | $10,862,000 | +89.3% | 419,025 | +94.5% | 0.03% | +93.3% |
| Q2 2022 | $5,739,000 | -4.8% | 215,433 | -4.7% | 0.02% | +15.4% |
| Q1 2022 | $6,028,000 | -4.2% | 226,120 | +0.2% | 0.01% | -7.1% |
| Q4 2021 | $6,289,000 | -2.6% | 225,630 | -2.3% | 0.01% | -17.6% |
| Q3 2021 | $6,455,000 | -3.1% | 230,829 | -3.0% | 0.02% | -10.5% |
| Q2 2021 | $6,664,000 | +8.1% | 238,079 | +8.0% | 0.02% | 0.0% |
| Q1 2021 | $6,162,000 | +1.0% | 220,408 | +1.8% | 0.02% | -24.0% |
| Q4 2020 | $6,102,000 | +5.4% | 216,547 | +5.1% | 0.02% | -10.7% |
| Q3 2020 | $5,791,000 | – | 205,995 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 200,238 | $5,280,276 | 1.90% |
| Virginia National Bank | 17,311 | $456,491 | 1.68% |
| WJ Wealth Management, LLC | 85,437 | $2,252,973 | 1.31% |
| Newman Dignan & Sheerar, Inc. | 136,623 | $3,602,740 | 1.19% |
| SONATA CAPITAL GROUP INC | 62,460 | $1,647 | 0.92% |
| Gateway Advisory, LLC | 123,974 | $3,269 | 0.84% |
| Covington Investment Advisors Inc. | 120,589 | $3,180 | 0.76% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 44,763 | $1,180,400 | 0.76% |
| Signature Wealth Management Group | 51,557 | $1,359,558 | 0.66% |
| Hedeker Wealth, LLC | 66,459 | $1,752,524 | 0.66% |