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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,571,849 | +5.3% | 98,612 | +6.3% | 0.03% | -20.0% |
| Q2 2023 | $2,442,311 | -21.1% | 92,741 | -20.2% | 0.04% | -24.5% |
| Q1 2023 | $3,094,032 | +11.9% | 116,272 | +10.9% | 0.05% | -1.9% |
| Q4 2022 | $2,764,833 | +40.1% | 104,846 | +37.7% | 0.05% | +22.7% |
| Q3 2022 | $1,974,000 | +170.4% | 76,118 | +177.6% | 0.04% | +193.3% |
| Q2 2022 | $730,000 | +33.7% | 27,420 | +33.9% | 0.02% | +114.3% |
| Q1 2022 | $546,000 | +90.2% | 20,472 | +98.6% | 0.01% | 0.0% |
| Q4 2021 | $287,000 | -15.6% | 10,306 | -15.2% | 0.01% | -12.5% |
| Q3 2021 | $340,000 | 0.0% | 12,152 | +0.0% | 0.01% | -33.3% |
| Q2 2021 | $340,000 | +0.3% | 12,148 | +0.1% | 0.01% | -42.9% |
| Q1 2021 | $339,000 | -0.9% | 12,140 | +0.1% | 0.02% | -8.7% |
| Q4 2020 | $342,000 | +0.3% | 12,132 | +0.1% | 0.02% | -30.3% |
| Q3 2020 | $341,000 | +2.7% | 12,119 | +1.6% | 0.03% | 0.0% |
| Q2 2020 | $332,000 | +18.1% | 11,927 | +15.1% | 0.03% | -26.7% |
| Q1 2020 | $281,000 | – | 10,365 | – | 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% |