ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 85 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $790,736 | -42.8% | 29,856 | -42.9% | 0.07% | -43.5% |
| Q1 2024 | $1,383,011 | -42.5% | 52,268 | -42.3% | 0.12% | -48.5% |
| Q4 2023 | $2,404,310 | -2.7% | 90,575 | -4.4% | 0.24% | -11.4% |
| 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 ↓ |
|---|---|---|---|
| Kathmere Capital Management, LLC | 657,800 | $17,421,833 | 1.84% |
| Praetorian Wealth Management, Inc. | 224,019 | $5,933,143 | 1.52% |
| Cypress Point Wealth Management, LLC | 113,000 | $2,992,805 | 1.42% |
| Covington Investment Advisors Inc. | 297,843 | $7,888 | 1.27% |
| Foundry Financial Group, Inc. | 50,522 | $1,338,075 | 0.92% |
| Newman Dignan & Sheerar, Inc. | 115,055 | $3,047,220 | 0.79% |
| Paradiem, LLC | 114,986 | $3,045,404 | 0.76% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 47,484 | $1,257,614 | 0.73% |
| Atwater Malick LLC | 76,683 | $2,030,949 | 0.70% |
| Signature Wealth Management Group | 57,343 | $1,518,719 | 0.66% |