ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 85 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,545 | +11.0% | 212,613 | +12.0% | 1.18% | +14.7% |
| Q2 2023 | $4,997 | +2.4% | 189,753 | +3.5% | 1.03% | -6.0% |
| Q1 2023 | $4,881 | +53.5% | 183,419 | +52.1% | 1.10% | +43.9% |
| Q4 2022 | $3,180 | -99.8% | 120,589 | +51.2% | 0.76% | +42.0% |
| Q3 2022 | $2,068,000 | +10.4% | 79,774 | +13.4% | 0.54% | +13.1% |
| Q2 2022 | $1,874,000 | +0.4% | 70,374 | +0.5% | 0.47% | +21.5% |
| Q1 2022 | $1,867,000 | +50.4% | 70,018 | +57.2% | 0.39% | +54.2% |
| Q4 2021 | $1,241,000 | +6.2% | 44,538 | +6.5% | 0.25% | +0.4% |
| Q3 2021 | $1,169,000 | +1.7% | 41,809 | +1.9% | 0.25% | 0.0% |
| Q2 2021 | $1,149,000 | +1.8% | 41,032 | +1.5% | 0.25% | -7.7% |
| Q1 2021 | $1,129,000 | +9.4% | 40,412 | +10.3% | 0.27% | +2.6% |
| Q4 2020 | $1,032,000 | 0.0% | 36,622 | -0.3% | 0.27% | -10.1% |
| Q3 2020 | $1,032,000 | +2.2% | 36,722 | +1.4% | 0.30% | -4.5% |
| Q2 2020 | $1,010,000 | +5.8% | 36,232 | +2.6% | 0.31% | -14.6% |
| Q1 2020 | $955,000 | -1.5% | 35,302 | -1.1% | 0.36% | +21.4% |
| Q4 2019 | $970,000 | +24.7% | 35,682 | +24.2% | 0.30% | +13.3% |
| Q3 2019 | $778,000 | +0.6% | 28,730 | 0.0% | 0.26% | +4.8% |
| Q2 2019 | $773,000 | +5.3% | 28,730 | +3.7% | 0.25% | +1.6% |
| Q1 2019 | $734,000 | +20.1% | 27,695 | +17.1% | 0.25% | +6.9% |
| Q4 2018 | $611,000 | – | 23,650 | – | 0.23% | – |
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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% |