ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 87 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,082,450 | +2.1% | 41,505 | +3.1% | 0.01% | 0.0% |
| Q2 2023 | $1,060,563 | +89.9% | 40,272 | +91.9% | 0.01% | +75.0% |
| Q1 2023 | $558,384 | -46.5% | 20,984 | -46.9% | 0.00% | -50.0% |
| Q4 2022 | $1,042,960 | +183.4% | 39,551 | +178.6% | 0.01% | +60.0% |
| Q3 2022 | $368,000 | -2.6% | 14,197 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $378,000 | 0.0% | 14,197 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $378,000 | -4.5% | 14,197 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $396,000 | -16.3% | 14,197 | -16.1% | 0.01% | -16.7% |
| Q3 2021 | $473,000 | +7.7% | 16,923 | +8.0% | 0.01% | 0.0% |
| Q2 2021 | $439,000 | – | 15,668 | – | 0.01% | – |
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% |