ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 85 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,842,362 | -1.3% | 70,638 | -0.4% | 0.00% | 0.0% |
| Q2 2023 | $1,866,939 | +1.7% | 70,889 | +2.8% | 0.00% | 0.0% |
| Q1 2023 | $1,835,410 | +2.6% | 68,973 | +1.7% | 0.00% | -25.0% |
| Q4 2022 | $1,789,160 | +180.4% | 67,818 | +175.6% | 0.00% | +300.0% |
| Q3 2022 | $638,000 | -2.7% | 24,607 | -0.1% | 0.00% | 0.0% |
| Q2 2022 | $656,000 | +74.0% | 24,636 | +74.3% | 0.00% | 0.0% |
| Q1 2022 | $377,000 | +42.3% | 14,131 | +48.6% | 0.00% | 0.0% |
| Q4 2021 | $265,000 | +3.5% | 9,507 | +3.8% | 0.00% | 0.0% |
| Q3 2021 | $256,000 | +10.8% | 9,162 | +10.9% | 0.00% | 0.0% |
| Q2 2021 | $231,000 | +38.3% | 8,258 | +37.9% | 0.00% | – |
| Q1 2021 | $167,000 | -8.7% | 5,990 | -8.0% | 0.00% | – |
| Q4 2020 | $183,000 | -11.2% | 6,513 | -11.4% | 0.00% | -100.0% |
| Q3 2020 | $206,000 | +59.7% | 7,347 | +59.4% | 0.00% | – |
| Q2 2020 | $129,000 | +4.0% | 4,608 | +0.5% | 0.00% | -100.0% |
| Q1 2020 | $124,000 | – | 4,583 | – | 0.00% | – |
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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% |