ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 153 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $784,144 | +26.3% | 29,607 | +26.2% | 0.03% | +16.0% |
| Q1 2024 | $620,980 | +0.0% | 23,469 | +0.3% | 0.02% | -10.7% |
| Q4 2023 | $620,916 | +2.4% | 23,391 | +0.6% | 0.03% | -9.7% |
| Q3 2023 | $606,232 | -0.5% | 23,245 | +0.4% | 0.03% | -3.1% |
| Q2 2023 | $609,559 | -0.6% | 23,146 | +0.4% | 0.03% | -8.6% |
| Q1 2023 | $613,476 | – | 23,054 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kathmere Capital Management, LLC | 657,800 | $17,421,833 | 1.84% |
| Praetorian Wealth Management, Inc. | 224,019 | $5,933,143 | 1.52% |
| Cypress Point Wealth Management, LLC | 113,000 | $2,992,805 | 1.42% |
| Covington Investment Advisors Inc. | 297,843 | $7,888 | 1.27% |
| Foundry Financial Group, Inc. | 50,522 | $1,338,075 | 0.92% |
| Newman Dignan & Sheerar, Inc. | 115,055 | $3,047,220 | 0.79% |
| Paradiem, LLC | 114,986 | $3,045,404 | 0.76% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 47,484 | $1,257,614 | 0.73% |
| Atwater Malick LLC | 76,683 | $2,030,949 | 0.70% |
| Signature Wealth Management Group | 57,343 | $1,518,719 | 0.66% |