ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 53 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,979,707 | -64.8% | 75,174 | -64.5% | 0.00% | -50.0% |
| Q1 2023 | $5,628,813 | +1231.7% | 211,530 | +1219.7% | 0.00% | – |
| Q4 2022 | $422,685 | -83.2% | 16,029 | -83.5% | 0.00% | -100.0% |
| Q3 2022 | $2,514,000 | +44.3% | 97,002 | +48.3% | 0.00% | 0.0% |
| Q2 2022 | $1,742,000 | -38.2% | 65,402 | -38.1% | 0.00% | 0.0% |
| Q1 2022 | $2,819,000 | +79.1% | 105,738 | +87.1% | 0.00% | 0.0% |
| Q4 2021 | $1,574,000 | -63.2% | 56,503 | -63.0% | 0.00% | -50.0% |
| Q2 2021 | $4,281,000 | +6.8% | 152,902 | +6.5% | 0.00% | 0.0% |
| Q1 2021 | $4,010,000 | +253.6% | 143,533 | +256.7% | 0.00% | +100.0% |
| Q4 2020 | $1,134,000 | -46.8% | 40,243 | -47.4% | 0.00% | -50.0% |
| Q2 2020 | $2,132,000 | -54.2% | 76,480 | -55.6% | 0.00% | -60.0% |
| Q1 2020 | $4,655,000 | +267.7% | 172,161 | +269.5% | 0.01% | +150.0% |
| Q4 2019 | $1,266,000 | +38.7% | 46,593 | +37.4% | 0.00% | 0.0% |
| Q2 2019 | $913,000 | -76.0% | 33,922 | -76.4% | 0.00% | -66.7% |
| Q1 2019 | $3,807,000 | +647.9% | 143,656 | +630.3% | 0.01% | +500.0% |
| Q4 2018 | $509,000 | – | 19,672 | – | 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% |