ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 65 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $372 | +0.3% | 14,037 | 0.0% | 0.18% | +52.1% |
| Q1 2024 | $371 | -0.5% | 14,037 | 0.0% | 0.12% | -13.1% |
| Q4 2023 | $373 | +1.9% | 14,037 | 0.0% | 0.14% | -9.9% |
| Q3 2023 | $366 | -1.1% | 14,037 | 0.0% | 0.15% | -43.7% |
| Q2 2023 | $370 | -1.1% | 14,037 | 0.0% | 0.27% | +59.8% |
| Q1 2023 | $374 | +1.1% | 14,037 | 0.0% | 0.17% | +9.0% |
| Q4 2022 | $370 | -99.9% | 14,037 | 0.0% | 0.16% | -9.4% |
| Q3 2022 | $364,000 | -2.7% | 14,037 | 0.0% | 0.17% | +10.3% |
| Q1 2022 | $374,000 | -4.3% | 14,037 | 0.0% | 0.16% | +10.7% |
| Q4 2021 | $391,000 | -0.3% | 14,037 | 0.0% | 0.14% | -15.7% |
| Q3 2021 | $392,000 | -0.3% | 14,037 | 0.0% | 0.17% | -20.6% |
| Q2 2021 | $393,000 | +0.3% | 14,037 | 0.0% | 0.21% | +12.4% |
| Q1 2021 | $392,000 | -0.8% | 14,037 | 0.0% | 0.19% | -9.3% |
| Q4 2020 | $395,000 | +0.3% | 14,037 | 0.0% | 0.20% | -8.1% |
| Q3 2020 | $394,000 | +0.8% | 14,037 | 0.0% | 0.22% | -4.7% |
| Q2 2020 | $391,000 | +2.9% | 14,037 | 0.0% | 0.23% | -12.0% |
| Q1 2020 | $380,000 | -0.3% | 14,037 | 0.0% | 0.27% | +4.7% |
| Q4 2019 | $381,000 | – | 14,037 | – | 0.25% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kathmere Capital Management, LLC | 657,800 | $17,421,833 | 1.84% |
| Praetorian Wealth Management, Inc. | 224,019 | $5,933,143 | 1.52% |
| Cypress Point Wealth Management, LLC | 113,000 | $2,992,805 | 1.42% |
| Covington Investment Advisors Inc. | 297,843 | $7,888 | 1.27% |
| Foundry Financial Group, Inc. | 50,522 | $1,338,075 | 0.92% |
| Newman Dignan & Sheerar, Inc. | 115,055 | $3,047,220 | 0.79% |
| Paradiem, LLC | 114,986 | $3,045,404 | 0.76% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 47,484 | $1,257,614 | 0.73% |
| Atwater Malick LLC | 76,683 | $2,030,949 | 0.70% |
| Signature Wealth Management Group | 57,343 | $1,518,719 | 0.66% |