ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 109 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,015,268 | -1.0% | 38,929 | 0.0% | 0.49% | +1.6% |
| Q2 2023 | $1,025,196 | -5.0% | 38,929 | -4.1% | 0.48% | -33.6% |
| Q1 2023 | $1,079,674 | -52.1% | 40,574 | -52.5% | 0.73% | -44.2% |
| Q4 2022 | $2,252,973 | +55.2% | 85,437 | +52.5% | 1.31% | +43.6% |
| Q3 2022 | $1,452,000 | +60.6% | 56,013 | +64.9% | 0.91% | +41.9% |
| Q2 2022 | $904,000 | – | 33,972 | – | 0.64% | – |
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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% |