ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 65 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,770,191 | -1.0% | 67,875 | +0.0% | 0.01% | 0.0% |
| Q2 2023 | $1,787,353 | -57.5% | 67,870 | -57.1% | 0.01% | -61.1% |
| Q1 2023 | $4,208,647 | +132.4% | 158,160 | +130.3% | 0.02% | +100.0% |
| Q4 2022 | $1,811,145 | +2283.1% | 68,682 | +2310.7% | 0.01% | – |
| Q2 2022 | $76,000 | -60.4% | 2,849 | -60.5% | 0.00% | -100.0% |
| Q1 2022 | $192,000 | -11.5% | 7,218 | -7.3% | 0.00% | 0.0% |
| Q4 2021 | $217,000 | +3.3% | 7,786 | +3.6% | 0.00% | -50.0% |
| Q3 2021 | $210,000 | -42.3% | 7,518 | -42.2% | 0.00% | -33.3% |
| Q2 2021 | $364,000 | -23.5% | 13,010 | -23.7% | 0.00% | -40.0% |
| Q1 2021 | $476,000 | +24.0% | 17,043 | +24.9% | 0.01% | 0.0% |
| Q4 2020 | $384,000 | +10.0% | 13,641 | +9.8% | 0.01% | -16.7% |
| Q3 2020 | $349,000 | +6.7% | 12,422 | +5.9% | 0.01% | +20.0% |
| Q2 2020 | $327,000 | +80.7% | 11,734 | +72.1% | 0.01% | +25.0% |
| Q1 2020 | $181,000 | – | 6,817 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BLUE SQUARE ASSET MANAGEMENT, LLC | 35,453 | $944,000 | 2.03% |
| Gateway Advisory, LLC | 172,493 | $4,593,000 | 1.96% |
| Praetorian Wealth Management, Inc. | 199,393 | $5,309,000 | 1.95% |
| Virginia National Bank | 27,802 | $740,000 | 1.16% |
| SONATA CAPITAL GROUP INC | 62,460 | $1,663,000 | 0.86% |
| Newman Dignan & Sheerar, Inc. | 89,220 | $2,376,000 | 0.81% |
| WJ Wealth Management, LLC | 33,972 | $904,000 | 0.64% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 430,507 | $11,464,000 | 0.48% |
| First Affirmative Financial Network | 15,700 | $418,000 | 0.48% |
| Covington Investment Advisors Inc. | 70,374 | $1,874,000 | 0.47% |