ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 68 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $313,377 | -1.0% | 12,016 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $316,441 | -15.4% | 12,016 | -14.5% | 0.01% | -20.0% |
| Q1 2023 | $373,871 | -20.3% | 14,050 | -21.1% | 0.02% | -25.0% |
| Q4 2022 | $469,386 | -77.0% | 17,800 | -77.4% | 0.02% | -79.4% |
| Q3 2022 | $2,043,000 | -3.2% | 78,808 | -0.6% | 0.10% | +2.1% |
| Q2 2022 | $2,111,000 | -1.3% | 79,257 | -1.2% | 0.10% | +21.8% |
| Q1 2022 | $2,138,000 | +0.8% | 80,182 | +5.4% | 0.08% | +11.4% |
| Q4 2021 | $2,120,000 | -6.9% | 76,105 | -6.6% | 0.07% | -18.6% |
| Q3 2021 | $2,277,000 | +14.1% | 81,460 | +14.3% | 0.09% | +14.7% |
| Q2 2021 | $1,996,000 | +169.4% | 71,285 | +168.5% | 0.08% | +141.9% |
| Q1 2021 | $741,000 | – | 26,550 | – | 0.03% | – |
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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% |