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 | $1,424,750 | +49.6% | 54,630 | +51.1% | 0.63% | +54.1% |
| Q2 2023 | $952,274 | +107.6% | 36,160 | +109.8% | 0.41% | +89.3% |
| Q1 2023 | $458,677 | +15.9% | 17,237 | +14.9% | 0.22% | +10.3% |
| Q4 2022 | $395,761 | +11.8% | 15,008 | +9.7% | 0.20% | -1.5% |
| Q3 2022 | $354,000 | +45.1% | 13,676 | +49.4% | 0.20% | +54.7% |
| Q2 2022 | $244,000 | +8.9% | 9,151 | +9.1% | 0.13% | +18.5% |
| Q1 2022 | $224,000 | +10.3% | 8,386 | +15.3% | 0.11% | +14.9% |
| Q4 2021 | $203,000 | – | 7,272 | – | 0.09% | – |
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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% |