ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 75 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,993,973 | -4.1% | 191,487 | -3.2% | 0.09% | -1.1% |
| Q2 2023 | $5,209,809 | +114805.4% | 197,828 | +16.1% | 0.09% | -4.3% |
| Q1 2023 | $4,534 | +26.0% | 170,387 | +24.9% | 0.09% | -5.1% |
| Q4 2022 | $3,597 | -99.5% | 136,398 | +416.7% | 0.10% | +345.5% |
| Q3 2022 | $684,000 | +7.0% | 26,399 | +10.1% | 0.02% | +10.0% |
| Q2 2022 | $639,000 | -13.1% | 23,981 | -13.0% | 0.02% | -9.1% |
| Q1 2022 | $735,000 | -12.5% | 27,580 | -8.5% | 0.02% | -12.0% |
| Q4 2021 | $840,000 | +30.6% | 30,156 | +31.1% | 0.02% | +19.0% |
| Q3 2021 | $643,000 | -1.2% | 23,000 | -1.1% | 0.02% | -8.7% |
| Q2 2021 | $651,000 | +3.0% | 23,251 | +2.8% | 0.02% | -11.5% |
| Q1 2021 | $632,000 | – | 22,617 | – | 0.03% | – |
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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% |