ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 109 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $374 | -57.4% | 14,337 | -56.9% | 0.02% | -52.6% |
| Q2 2023 | $877 | +0.5% | 33,288 | +0.5% | 0.04% | -13.6% |
| Q4 2022 | $873 | -99.9% | 33,113 | -29.0% | 0.04% | -32.3% |
| Q3 2022 | $1,209,000 | +0.2% | 46,630 | +2.8% | 0.06% | +1.6% |
| Q2 2022 | $1,207,000 | +398.8% | 45,338 | +399.9% | 0.06% | +700.0% |
| Q1 2022 | $242,000 | -84.1% | 9,070 | -83.4% | 0.01% | -80.5% |
| Q4 2021 | $1,526,000 | +51.5% | 54,788 | +53.2% | 0.04% | -40.6% |
| Q4 2020 | $1,007,000 | +115.6% | 35,762 | +115.1% | 0.07% | +97.1% |
| Q3 2020 | $467,000 | -63.7% | 16,624 | -65.0% | 0.04% | -61.1% |
| Q3 2019 | $1,285,000 | +402.0% | 47,461 | +399.5% | 0.09% | +429.4% |
| Q2 2019 | $256,000 | – | 9,502 | – | 0.02% | – |
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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% |