ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 103 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,786,419 | +3.2% | 106,841 | +4.2% | 0.57% | -0.7% |
| Q2 2023 | $2,700,959 | +64331.3% | 102,562 | -34.9% | 0.57% | -38.7% |
| Q1 2023 | $4,192 | +28.2% | 157,523 | +27.1% | 0.93% | +11.2% |
| Q4 2022 | $3,269 | -99.9% | 123,974 | -23.2% | 0.84% | -19.1% |
| Q3 2022 | $4,182,000 | -8.9% | 161,340 | -6.5% | 1.04% | -47.0% |
| Q2 2022 | $4,593,000 | -1.2% | 172,493 | -1.1% | 1.96% | +54.9% |
| Q1 2022 | $4,649,000 | -6.7% | 174,367 | -2.5% | 1.26% | +18.8% |
| Q4 2021 | $4,985,000 | – | 178,920 | – | 1.06% | – |
Download | ||||||
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% |