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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BLUE SQUARE ASSET MANAGEMENT, LLC | 35,453 | $944,000 | 2.03% |
| Gateway Advisory, LLC | 172,493 | $4,593,000 | 1.96% |
| Praetorian Wealth Management, Inc. | 199,393 | $5,309,000 | 1.95% |
| Virginia National Bank | 27,802 | $740,000 | 1.16% |
| SONATA CAPITAL GROUP INC | 62,460 | $1,663,000 | 0.86% |
| Newman Dignan & Sheerar, Inc. | 89,220 | $2,376,000 | 0.81% |
| WJ Wealth Management, LLC | 33,972 | $904,000 | 0.64% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 430,507 | $11,464,000 | 0.48% |
| First Affirmative Financial Network | 15,700 | $418,000 | 0.48% |
| Covington Investment Advisors Inc. | 70,374 | $1,874,000 | 0.47% |