ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 103 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $460,233 | -1.0% | 17,647 | 0.0% | 2.10% | +30.9% |
| Q2 2023 | $464,733 | -1.0% | 17,647 | 0.0% | 1.60% | -2.9% |
| Q1 2023 | $469,586 | +2.9% | 17,647 | +1.9% | 1.65% | -1.8% |
| Q4 2022 | $456,491 | -0.1% | 17,311 | -1.8% | 1.68% | +15.4% |
| Q3 2022 | $457,000 | -38.2% | 17,630 | -36.6% | 1.46% | +25.9% |
| Q2 2022 | $740,000 | -0.1% | 27,802 | 0.0% | 1.16% | +36.9% |
| Q1 2022 | $741,000 | – | 27,802 | – | 0.85% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BLUE SQUARE ASSET MANAGEMENT, LLC | 35,453 | $944,000 | 2.03% |
| Gateway Advisory, LLC | 172,493 | $4,593,000 | 1.96% |
| Praetorian Wealth Management, Inc. | 199,393 | $5,309,000 | 1.95% |
| Virginia National Bank | 27,802 | $740,000 | 1.16% |
| SONATA CAPITAL GROUP INC | 62,460 | $1,663,000 | 0.86% |
| Newman Dignan & Sheerar, Inc. | 89,220 | $2,376,000 | 0.81% |
| WJ Wealth Management, LLC | 33,972 | $904,000 | 0.64% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 430,507 | $11,464,000 | 0.48% |
| First Affirmative Financial Network | 15,700 | $418,000 | 0.48% |
| Covington Investment Advisors Inc. | 70,374 | $1,874,000 | 0.47% |