ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 54 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,471,039 | -4.9% | 94,748 | -4.0% | 0.27% | -1.4% |
| Q2 2023 | $2,599,561 | +1.2% | 98,711 | +2.3% | 0.28% | -5.8% |
| Q1 2023 | $2,568,244 | +7.5% | 96,514 | +6.6% | 0.29% | +3.5% |
| Q4 2022 | $2,388,064 | +19.5% | 90,560 | +17.4% | 0.28% | +10.1% |
| Q3 2022 | $1,999,000 | +8.1% | 77,125 | +11.0% | 0.26% | +14.7% |
| Q2 2022 | $1,850,000 | +11.1% | 69,479 | +11.2% | 0.22% | +24.4% |
| Q1 2022 | $1,665,000 | +8.8% | 62,455 | +13.8% | 0.18% | +6.5% |
| Q4 2021 | $1,530,000 | +8.1% | 54,904 | +8.5% | 0.17% | -1.7% |
| Q3 2021 | $1,415,000 | -46.1% | 50,603 | -46.1% | 0.17% | +3.6% |
| Q2 2021 | $2,627,000 | +105.2% | 93,946 | +105.0% | 0.17% | -1.8% |
| Q1 2021 | $1,280,000 | +12.1% | 45,830 | +13.1% | 0.17% | -2.3% |
| Q4 2020 | $1,142,000 | +102.1% | 40,530 | +101.6% | 0.17% | +71.3% |
| Q3 2020 | $565,000 | +181.1% | 20,100 | +178.6% | 0.10% | +173.0% |
| Q2 2020 | $201,000 | -14.8% | 7,215 | -17.2% | 0.04% | -26.0% |
| Q1 2020 | $236,000 | +47.5% | 8,715 | +48.0% | 0.05% | +92.3% |
| Q4 2019 | $160,000 | +150.0% | 5,890 | +149.0% | 0.03% | +136.4% |
| Q3 2019 | $64,000 | +190.9% | 2,365 | +195.6% | 0.01% | +175.0% |
| Q2 2019 | $22,000 | – | 800 | – | 0.00% | – |
Download | ||||||
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% |