ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 134 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $779,114 | +0.3% | 29,874 | +1.3% | 0.04% | +5.4% |
| Q2 2023 | $776,883 | +24.2% | 29,500 | +25.5% | 0.04% | -2.6% |
| Q1 2023 | $625,335 | +0.9% | 23,500 | 0.0% | 0.04% | -13.6% |
| Q4 2022 | $619,695 | -26.4% | 23,500 | -27.7% | 0.04% | -36.2% |
| Q3 2022 | $842,000 | -2.7% | 32,500 | 0.0% | 0.07% | -4.2% |
| Q2 2022 | $865,000 | +4.7% | 32,500 | +4.8% | 0.07% | +22.0% |
| Q1 2022 | $826,000 | +18.5% | 31,000 | +24.0% | 0.06% | +13.5% |
| Q4 2021 | $697,000 | +38.6% | 25,000 | +38.9% | 0.05% | -24.6% |
| Q3 2021 | $503,000 | – | 18,000 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 200,238 | $5,280,276 | 1.90% |
| Virginia National Bank | 17,311 | $456,491 | 1.68% |
| WJ Wealth Management, LLC | 85,437 | $2,252,973 | 1.31% |
| Newman Dignan & Sheerar, Inc. | 136,623 | $3,602,740 | 1.19% |
| SONATA CAPITAL GROUP INC | 62,460 | $1,647 | 0.92% |
| Gateway Advisory, LLC | 123,974 | $3,269 | 0.84% |
| Covington Investment Advisors Inc. | 120,589 | $3,180 | 0.76% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 44,763 | $1,180,400 | 0.76% |
| Signature Wealth Management Group | 51,557 | $1,359,558 | 0.66% |
| Hedeker Wealth, LLC | 66,459 | $1,752,524 | 0.66% |