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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,454,710 | +5.6% | 554,245 | +6.7% | 0.01% | 0.0% |
| Q2 2023 | $13,684,745 | +62.5% | 519,641 | +64.1% | 0.01% | +66.7% |
| Q1 2023 | $8,423,821 | -11.2% | 316,566 | -12.0% | 0.00% | -25.0% |
| Q4 2022 | $9,486,898 | +52.4% | 359,761 | +49.8% | 0.00% | +33.3% |
| Q3 2022 | $6,226,000 | -47.5% | 240,187 | -46.0% | 0.00% | -40.0% |
| Q2 2022 | $11,848,000 | +320.6% | 444,926 | +321.1% | 0.01% | +400.0% |
| Q1 2022 | $2,817,000 | -46.6% | 105,650 | -44.2% | 0.00% | -50.0% |
| Q4 2021 | $5,272,000 | +7.8% | 189,227 | +8.1% | 0.00% | 0.0% |
| Q3 2021 | $4,892,000 | +1.9% | 174,990 | +2.1% | 0.00% | 0.0% |
| Q2 2021 | $4,799,000 | +262.5% | 171,389 | +261.6% | 0.00% | – |
| Q1 2021 | $1,324,000 | +11.9% | 47,391 | +12.8% | 0.00% | – |
| Q4 2020 | $1,183,000 | -16.2% | 42,000 | -16.3% | 0.00% | -100.0% |
| Q3 2020 | $1,411,000 | +20.7% | 50,205 | +19.8% | 0.00% | – |
| Q2 2020 | $1,169,000 | +14.0% | 41,915 | +10.6% | 0.00% | – |
| Q1 2020 | $1,025,000 | +61.9% | 37,907 | +62.8% | 0.00% | – |
| Q4 2019 | $633,000 | +47.9% | 23,284 | +47.4% | 0.00% | – |
| Q3 2019 | $428,000 | +355.3% | 15,800 | +351.4% | 0.00% | – |
| Q2 2019 | $94,000 | – | 3,500 | – | 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% |