ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 152 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $212,103 | -11.4% | 8,016 | -11.1% | 0.01% | -12.5% |
| Q4 2023 | $239,330 | -23.6% | 9,016 | -25.0% | 0.01% | -33.3% |
| 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. | 168,468 | $4,693,000 | 1.52% |
| Gateway Advisory, LLC | 178,920 | $4,985,000 | 1.06% |
| SONATA CAPITAL GROUP INC | 62,460 | $1,740,000 | 0.73% |
| Paradigm, Strategies in Wealth Management, LLC | 15,955 | $445,000 | 0.45% |
| CHILDRESS CAPITAL ADVISORS, LLC | 37,200 | $1,036,000 | 0.43% |
| SENTINEL PENSION ADVISORS INC. | 48,146 | $1,341,000 | 0.42% |
| Roof Eidam Maycock Peralta, LLC | 38,400 | $1,070,000 | 0.36% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 35,778 | $997,000 | 0.34% |
| Peloton Wealth Strategists | 28,000 | $780,000 | 0.31% |
| Azimuth Capital Management LLC | 255,400 | $7,115,000 | 0.29% |