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 | $496,127 | -11.1% | 19,023 | -10.2% | 0.06% | -6.5% |
| Q2 2023 | $558,169 | -15.6% | 21,195 | -14.7% | 0.06% | -19.5% |
| Q1 2023 | $661,471 | -24.4% | 24,858 | -25.1% | 0.08% | -29.4% |
| Q4 2022 | $874,640 | -28.0% | 33,168 | -29.3% | 0.11% | -33.9% |
| Q3 2022 | $1,215,000 | -12.8% | 46,881 | -10.4% | 0.16% | -7.3% |
| Q2 2022 | $1,393,000 | +16.9% | 52,346 | +17.0% | 0.18% | +30.9% |
| Q1 2022 | $1,192,000 | -4.6% | 44,748 | +2.3% | 0.14% | -0.7% |
| Q4 2021 | $1,250,000 | +65.6% | 43,762 | +62.0% | 0.14% | +55.7% |
| Q3 2021 | $755,000 | -4.9% | 27,012 | -4.8% | 0.09% | -5.4% |
| Q2 2021 | $794,000 | +39.5% | 28,373 | +39.2% | 0.09% | +10.7% |
| Q1 2021 | $569,000 | -0.9% | 20,377 | 0.0% | 0.08% | -4.5% |
| Q4 2020 | $574,000 | +0.3% | 20,377 | 0.0% | 0.09% | -8.3% |
| Q3 2020 | $572,000 | +163.6% | 20,377 | +161.7% | 0.10% | +146.2% |
| Q2 2020 | $217,000 | – | 7,787 | – | 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% |