ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 153 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $556,900 | +9.4% | 21,027 | +9.3% | 0.09% | +5.9% |
| Q1 2024 | $509,143 | +0.2% | 19,242 | +0.6% | 0.08% | -8.6% |
| Q4 2023 | $507,965 | +24.5% | 19,136 | +22.3% | 0.09% | +13.4% |
| 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% | – |
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% |