ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 65 filers reported holding ISHARES TR in Q4 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 ↓ |
|---|---|---|---|
| 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% |