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 | $1,401,539 | +4.7% | 53,740 | +5.7% | 0.17% | -0.6% |
| Q2 2023 | $1,338,529 | -2.8% | 50,827 | -1.7% | 0.18% | -7.4% |
| Q1 2023 | $1,376,402 | +119.9% | 51,725 | +117.9% | 0.19% | +43.2% |
| Q4 2022 | $626,050 | +8.3% | 23,741 | +6.4% | 0.13% | +1.5% |
| Q3 2022 | $578,000 | -8.7% | 22,309 | -6.2% | 0.13% | -2.3% |
| Q2 2022 | $633,000 | +27.1% | 23,781 | +27.3% | 0.13% | +40.0% |
| Q1 2022 | $498,000 | +21.5% | 18,676 | +27.0% | 0.10% | +23.4% |
| Q4 2021 | $410,000 | +30.6% | 14,700 | +31.0% | 0.08% | +16.7% |
| Q3 2021 | $314,000 | – | 11,218 | – | 0.07% | – |
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% |