ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 126 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $799,770 | +4.2% | 30,666 | +5.2% | 0.06% | +4.8% |
| Q2 2023 | $767,429 | +16.8% | 29,141 | +18.0% | 0.06% | +8.8% |
| Q1 2023 | $657,001 | +8.8% | 24,690 | +7.9% | 0.06% | +7.5% |
| Q4 2022 | $603,609 | -19.9% | 22,890 | -21.3% | 0.05% | -28.4% |
| Q3 2022 | $754,000 | +77.0% | 29,080 | +81.8% | 0.07% | +76.2% |
| Q2 2022 | $426,000 | – | 16,000 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 200,238 | $5,280,276 | 1.90% |
| Virginia National Bank | 17,311 | $456,491 | 1.68% |
| WJ Wealth Management, LLC | 85,437 | $2,252,973 | 1.31% |
| Newman Dignan & Sheerar, Inc. | 136,623 | $3,602,740 | 1.19% |
| SONATA CAPITAL GROUP INC | 62,460 | $1,647 | 0.92% |
| Gateway Advisory, LLC | 123,974 | $3,269 | 0.84% |
| Covington Investment Advisors Inc. | 120,589 | $3,180 | 0.76% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 44,763 | $1,180,400 | 0.76% |
| Signature Wealth Management Group | 51,557 | $1,359,558 | 0.66% |
| Hedeker Wealth, LLC | 66,459 | $1,752,524 | 0.66% |