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 | $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 ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 182,427 | $4,728,000 | 1.77% |
| Virginia National Bank | 17,630 | $457,000 | 1.46% |
| Gateway Advisory, LLC | 161,340 | $4,182,000 | 1.04% |
| WJ Wealth Management, LLC | 56,013 | $1,452,000 | 0.91% |
| SONATA CAPITAL GROUP INC | 62,460 | $1,619,000 | 0.89% |
| Salomon & Ludwin, LLC | 227,150 | $5,888,000 | 0.88% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 43,843 | $1,136,000 | 0.77% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 500,296 | $12,968,000 | 0.56% |
| Covington Investment Advisors Inc. | 79,774 | $2,068,000 | 0.54% |
| Signature Wealth Management Group | 40,247 | $1,043,000 | 0.53% |