ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $407,996 | -40.1% | 15,644 | -39.4% | 0.08% | -36.4% |
| Q2 2023 | $680,636 | +89.8% | 25,811 | +91.5% | 0.13% | +72.0% |
| Q1 2023 | $358,556 | -0.5% | 13,477 | -1.4% | 0.08% | -9.6% |
| Q4 2022 | $360,452 | +25.6% | 13,669 | +23.4% | 0.08% | +12.2% |
| Q3 2022 | $287,000 | -16.1% | 11,077 | -13.6% | 0.07% | -14.0% |
| Q2 2022 | $342,000 | +0.3% | 12,826 | 0.0% | 0.09% | +13.2% |
| Q1 2022 | $341,000 | +15.2% | 12,826 | +20.7% | 0.08% | +11.8% |
| Q4 2021 | $296,000 | +0.7% | 10,629 | +1.0% | 0.07% | -1.4% |
| Q3 2021 | $294,000 | -0.3% | 10,528 | 0.0% | 0.07% | -6.8% |
| Q2 2021 | $295,000 | +30.5% | 10,528 | +31.1% | 0.07% | +23.3% |
| Q1 2021 | $226,000 | +0.4% | 8,029 | +0.3% | 0.06% | +15.4% |
| Q4 2020 | $225,000 | +4.7% | 8,007 | +4.5% | 0.05% | -10.3% |
| Q3 2020 | $215,000 | -6.1% | 7,665 | -6.7% | 0.06% | -14.7% |
| Q2 2020 | $229,000 | – | 8,212 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Virginia National Bank | 17,647 | $460,233 | 2.10% |
| Praetorian Wealth Management, Inc. | 218,620 | $5,701,609 | 1.81% |
| Envision Financial Planning, LLC | 51,161 | $1,334,273 | 1.32% |
| Newman Dignan & Sheerar, Inc. | 138,956 | $3,623,985 | 1.19% |
| Covington Investment Advisors Inc. | 212,613 | $5,545 | 1.18% |
| SONATA CAPITAL GROUP INC | 62,460 | $1,629 | 0.87% |
| COLONY GROUP LLC | 2,201,352 | $57,411 | 0.86% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 42,254 | $1,101,984 | 0.81% |
| PFG Private Wealth Management, LLC | 41,558 | $1,083,833 | 0.81% |
| Atwater Malick LLC | 54,630 | $1,424,750 | 0.63% |