ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 87 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,118,058 | +0.8% | 119,557 | +1.8% | 0.02% | +17.6% |
| Q2 2023 | $3,092,223 | -4.2% | 117,396 | -3.2% | 0.02% | -5.6% |
| Q1 2023 | $3,228,621 | -9.2% | 121,331 | -10.0% | 0.02% | -10.0% |
| Q4 2022 | $3,553,808 | -0.6% | 134,767 | -2.3% | 0.02% | -4.8% |
| Q3 2022 | $3,574,000 | -3.1% | 137,883 | -0.4% | 0.02% | +5.0% |
| Q2 2022 | $3,687,000 | -3.5% | 138,454 | -3.4% | 0.02% | +5.3% |
| Q1 2022 | $3,820,000 | -5.5% | 143,288 | -1.3% | 0.02% | 0.0% |
| Q4 2021 | $4,044,000 | -0.7% | 145,170 | -0.4% | 0.02% | -5.0% |
| Q3 2021 | $4,074,000 | +3.5% | 145,706 | +3.6% | 0.02% | 0.0% |
| Q2 2021 | $3,937,000 | -1.2% | 140,612 | -1.4% | 0.02% | -9.1% |
| Q1 2021 | $3,983,000 | -4.7% | 142,592 | -3.9% | 0.02% | -12.0% |
| Q4 2020 | $4,180,000 | -4.2% | 148,384 | -4.4% | 0.02% | -10.7% |
| Q3 2020 | $4,362,000 | – | 155,214 | – | 0.03% | – |
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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% |