ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 109 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $766,669 | -60.7% | 29,398 | -61.2% | 0.03% | -20.9% |
| Q2 2023 | $1,953,146 | +68.0% | 75,828 | +64.3% | 0.04% | -15.7% |
| Q1 2023 | $1,162,256 | +85171.9% | 46,158 | -14.5% | 0.05% | +41.7% |
| Q4 2022 | $1,363 | -99.8% | 53,978 | +86.4% | 0.04% | +89.5% |
| Q3 2022 | $731,000 | +330.0% | 28,964 | +329.1% | 0.02% | +280.0% |
| Q2 2022 | $170,000 | -28.9% | 6,750 | -28.9% | 0.01% | +66.7% |
| Q1 2022 | $239,000 | – | 9,500 | – | 0.00% | – |
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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% |