ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 38 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $209,368 | -18.1% | 7,950 | -17.3% | 0.01% | -14.3% |
| Q1 2023 | $255,664 | +1.1% | 9,608 | +0.1% | 0.01% | -12.5% |
| Q4 2022 | $252,985 | -1.9% | 9,594 | -3.6% | 0.01% | -11.1% |
| Q3 2022 | $258,000 | -2.3% | 9,954 | +0.4% | 0.01% | 0.0% |
| Q2 2022 | $264,000 | +6.0% | 9,915 | +6.1% | 0.01% | +28.6% |
| Q1 2022 | $249,000 | -4.2% | 9,341 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $260,000 | +2788.9% | 9,334 | +2911.0% | 0.01% | – |
| Q2 2021 | $9,000 | +50.0% | 310 | +40.9% | 0.00% | – |
| Q4 2020 | $6,000 | -88.5% | 220 | -88.2% | 0.00% | -100.0% |
| Q3 2020 | $52,000 | +4.0% | 1,859 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $50,000 | -2.0% | 1,859 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $51,000 | – | 1,859 | – | 0.00% | – |
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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% |