ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 134 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Virginia National Bank | 17,647 | $460,233 | 2.10% |
| Praetorian Wealth Management, Inc. | 218,620 | $5,701,609 | 1.81% |
| Envision Financial Planning, LLC | 51,161 | $1,334,273 | 1.32% |
| Newman Dignan & Sheerar, Inc. | 138,956 | $3,623,985 | 1.19% |
| Covington Investment Advisors Inc. | 212,613 | $5,545 | 1.18% |
| SONATA CAPITAL GROUP INC | 62,460 | $1,629 | 0.87% |
| COLONY GROUP LLC | 2,201,352 | $57,411 | 0.86% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 42,254 | $1,101,984 | 0.81% |
| PFG Private Wealth Management, LLC | 41,558 | $1,083,833 | 0.81% |
| Atwater Malick LLC | 54,630 | $1,424,750 | 0.63% |