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 | $1,101,984 | +0.4% | 42,254 | +1.4% | 0.81% | +4.0% |
| Q2 2023 | $1,097,854 | +2.3% | 41,688 | +3.4% | 0.78% | +10.8% |
| Q1 2023 | $1,072,835 | -9.1% | 40,317 | -9.9% | 0.70% | -7.0% |
| Q4 2022 | $1,180,400 | +3.9% | 44,763 | +2.1% | 0.76% | -1.9% |
| Q3 2022 | $1,136,000 | +20.3% | 43,843 | +23.7% | 0.77% | -61.9% |
| Q2 2022 | $944,000 | – | 35,453 | – | 2.03% | – |
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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% |