ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 136 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $909,629 | +14.1% | 34,267 | +12.1% | 0.02% | +4.5% |
| Q3 2023 | $796,953 | +10.1% | 30,558 | +11.2% | 0.02% | 0.0% |
| Q2 2023 | $723,980 | +5.6% | 27,491 | +6.7% | 0.02% | +10.0% |
| Q1 2023 | $685,633 | +125244.2% | 25,766 | +24.3% | 0.02% | +17.6% |
| Q4 2022 | $547 | -99.8% | 20,729 | +81.2% | 0.02% | +70.0% |
| Q3 2022 | $297,000 | -0.3% | 11,442 | +2.3% | 0.01% | 0.0% |
| Q2 2022 | $298,000 | +8.4% | 11,183 | +8.4% | 0.01% | +25.0% |
| Q1 2022 | $275,000 | +18.5% | 10,315 | +24.1% | 0.01% | +14.3% |
| Q4 2021 | $232,000 | – | 8,313 | – | 0.01% | – |
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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% |