ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 2 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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |