ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 134 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $369,325 | +1.9% | 13,913 | +0.1% | 0.30% | -16.9% |
| Q3 2023 | $362,570 | -4.4% | 13,902 | -3.5% | 0.36% | -6.3% |
| Q2 2023 | $379,337 | -3.4% | 14,404 | -2.4% | 0.38% | -16.7% |
| Q1 2023 | $392,879 | -7.7% | 14,764 | -8.6% | 0.46% | -11.8% |
| Q4 2022 | $425,840 | +31.4% | 16,149 | +29.4% | 0.52% | +25.2% |
| Q3 2022 | $324,000 | -22.5% | 12,484 | -20.5% | 0.41% | -13.3% |
| Q2 2022 | $418,000 | -3.0% | 15,700 | -2.9% | 0.48% | +15.0% |
| Q1 2022 | $431,000 | – | 16,169 | – | 0.41% | – |
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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% |