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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,952,761 | +4.5% | 151,563 | +5.5% | 0.01% | 0.0% |
| Q2 2023 | $3,782,865 | -8.6% | 143,644 | -7.6% | 0.01% | -12.5% |
| Q1 2023 | $4,136,977 | +0.1% | 155,467 | -0.8% | 0.01% | 0.0% |
| Q4 2022 | $4,131,863 | -4.4% | 156,688 | -6.0% | 0.01% | -20.0% |
| Q3 2022 | $4,321,000 | +15.0% | 166,714 | +18.2% | 0.01% | +25.0% |
| Q2 2022 | $3,758,000 | +5.7% | 141,103 | +5.8% | 0.01% | +14.3% |
| Q1 2022 | $3,555,000 | -5.3% | 133,328 | -1.0% | 0.01% | 0.0% |
| Q4 2021 | $3,752,000 | -3.4% | 134,664 | -3.1% | 0.01% | -12.5% |
| Q3 2021 | $3,883,000 | +6.1% | 138,908 | +6.2% | 0.01% | +14.3% |
| Q2 2021 | $3,661,000 | +18.2% | 130,761 | +17.9% | 0.01% | 0.0% |
| Q1 2021 | $3,098,000 | +9.9% | 110,896 | +10.8% | 0.01% | 0.0% |
| Q4 2020 | $2,820,000 | +13.4% | 100,115 | +13.2% | 0.01% | 0.0% |
| Q3 2020 | $2,486,000 | -1.5% | 88,470 | -2.3% | 0.01% | -12.5% |
| Q2 2020 | $2,523,000 | -3.1% | 90,515 | -6.0% | 0.01% | -27.3% |
| Q1 2020 | $2,603,000 | +393.0% | 96,273 | +395.6% | 0.01% | +450.0% |
| Q4 2019 | $528,000 | +29.4% | 19,424 | +29.0% | 0.00% | +100.0% |
| Q3 2019 | $408,000 | – | 15,061 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Virginia National Bank | 17,647 | $460,233 | 2.10% |
| Praetorian Wealth Management, Inc. | 218,620 | $5,701,609 | 1.81% |
| Envision Financial Planning, LLC | 51,161 | $1,334,273 | 1.32% |
| Newman Dignan & Sheerar, Inc. | 138,956 | $3,623,985 | 1.19% |
| Covington Investment Advisors Inc. | 212,613 | $5,545 | 1.18% |
| SONATA CAPITAL GROUP INC | 62,460 | $1,629 | 0.87% |
| COLONY GROUP LLC | 2,201,352 | $57,411 | 0.86% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 42,254 | $1,101,984 | 0.81% |
| PFG Private Wealth Management, LLC | 41,558 | $1,083,833 | 0.81% |
| Atwater Malick LLC | 54,630 | $1,424,750 | 0.63% |