ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 109 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,611,040 | +16.9% | 61,773 | +18.0% | 0.00% | 0.0% |
| Q2 2023 | $1,378,242 | +3.0% | 52,335 | +4.1% | 0.00% | 0.0% |
| Q1 2023 | $1,337,898 | +32.9% | 50,278 | +31.7% | 0.00% | 0.0% |
| Q4 2022 | $1,006,938 | -12.0% | 38,185 | -13.5% | 0.00% | 0.0% |
| Q3 2022 | $1,144,000 | +54.2% | 44,129 | +58.3% | 0.00% | +100.0% |
| Q2 2022 | $742,000 | -20.2% | 27,872 | -20.1% | 0.00% | 0.0% |
| Q1 2022 | $930,000 | -25.9% | 34,872 | -22.6% | 0.00% | -50.0% |
| Q4 2021 | $1,255,000 | -1.1% | 45,047 | -0.8% | 0.00% | 0.0% |
| Q3 2021 | $1,269,000 | -1.7% | 45,398 | -1.5% | 0.00% | 0.0% |
| Q2 2021 | $1,291,000 | – | 46,103 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SENTINEL PENSION ADVISORS INC | 41,282 | $1,116,000 | 0.54% |
| Roof Eidam Maycock Peralta, LLC | 37,600 | $1,017,000 | 0.43% |
| Peloton Wealth Strategists | 18,000 | $487,000 | 0.40% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 179,594 | $4,856,000 | 0.39% |
| Covington Investment Advisors Inc. | 35,302 | $955,000 | 0.36% |
| BCS Wealth Management | 14,037 | $380,000 | 0.27% |
| Estate Counselors, LLC | 58,550 | $1,583,000 | 0.26% |
| WRAPMANAGER INC | 14,269 | $386,000 | 0.17% |
| Capital Directions Investment Advisors, LLC | 12,573 | $340,000 | 0.14% |
| Altium Wealth Management LLC | 29,005 | $784,000 | 0.11% |