ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 126 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $335,498 | -4.2% | 12,864 | -3.3% | 0.14% | -1.4% |
Q2 2023 | $350,364 | -5.7% | 13,304 | -4.7% | 0.14% | -5.4% |
Q1 2023 | $371,578 | +15.7% | 13,964 | +14.6% | 0.15% | +10.4% |
Q4 2022 | $321,258 | +60.6% | 12,183 | +71.3% | 0.13% | +52.3% |
Q4 2020 | $200,000 | +60.0% | 7,114 | +51.4% | 0.09% | +11.4% |
Q1 2019 | $125,000 | – | 4,700 | – | 0.08% | – |
Download |
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% |