ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 136 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $569,952 | -13.4% | 21,642 | -12.5% | 0.04% | -21.8% |
| Q1 2023 | $658,147 | +5.4% | 24,733 | +4.5% | 0.06% | -9.8% |
| Q4 2022 | $624,208 | +0.0% | 23,671 | -1.6% | 0.06% | -14.1% |
| Q3 2022 | $624,000 | -16.0% | 24,060 | -13.8% | 0.07% | -15.5% |
| Q2 2022 | $743,000 | -27.0% | 27,906 | -26.9% | 0.08% | -17.6% |
| Q1 2022 | $1,018,000 | -31.1% | 38,192 | -28.0% | 0.10% | -29.7% |
| Q4 2021 | $1,477,000 | -17.0% | 53,024 | -16.7% | 0.14% | -26.4% |
| Q3 2021 | $1,780,000 | +29.8% | 63,691 | +30.1% | 0.20% | +25.5% |
| Q2 2021 | $1,371,000 | +127.7% | 48,973 | +127.3% | 0.16% | +103.9% |
| Q1 2021 | $602,000 | – | 21,550 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 182,427 | $4,728,000 | 1.77% |
| Virginia National Bank | 17,630 | $457,000 | 1.46% |
| Gateway Advisory, LLC | 161,340 | $4,182,000 | 1.04% |
| WJ Wealth Management, LLC | 56,013 | $1,452,000 | 0.91% |
| SONATA CAPITAL GROUP INC | 62,460 | $1,619,000 | 0.89% |
| Salomon & Ludwin, LLC | 227,150 | $5,888,000 | 0.88% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 43,843 | $1,136,000 | 0.77% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 500,296 | $12,968,000 | 0.56% |
| Covington Investment Advisors Inc. | 79,774 | $2,068,000 | 0.54% |
| Signature Wealth Management Group | 40,247 | $1,043,000 | 0.53% |