ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 2 filers reported holding ISHARES TR in Q4 2023. 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 ↓ |
|---|---|---|---|
| SENTINEL PENSION ADVISORS INC | 41,282 | $1,116,000 | 0.54% |
| Roof Eidam Maycock Peralta, LLC | 37,600 | $1,017,000 | 0.43% |
| Peloton Wealth Strategists | 18,000 | $487,000 | 0.40% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 179,594 | $4,856,000 | 0.39% |
| Covington Investment Advisors Inc. | 35,302 | $955,000 | 0.36% |
| BCS Wealth Management | 14,037 | $380,000 | 0.27% |
| Estate Counselors, LLC | 58,550 | $1,583,000 | 0.26% |
| WRAPMANAGER INC | 14,269 | $386,000 | 0.17% |
| Capital Directions Investment Advisors, LLC | 12,573 | $340,000 | 0.14% |
| Altium Wealth Management LLC | 29,005 | $784,000 | 0.11% |