ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 87 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,208,060 | +3.9% | 84,665 | +4.9% | 0.54% | +4.5% |
| Q2 2023 | $2,125,258 | +0.8% | 80,701 | +1.8% | 0.52% | -3.6% |
| Q1 2023 | $2,109,302 | +3.3% | 79,282 | +2.4% | 0.53% | -16.7% |
| Q4 2022 | $2,042,092 | +82.7% | 77,440 | +79.6% | 0.64% | +64.4% |
| Q3 2022 | $1,118,000 | -2.0% | 43,124 | +0.6% | 0.39% | +1.6% |
| Q2 2022 | $1,141,000 | +0.2% | 42,862 | +0.4% | 0.38% | -0.5% |
| Q1 2022 | $1,139,000 | -15.1% | 42,711 | -11.3% | 0.39% | -8.5% |
| Q4 2021 | $1,341,000 | +13.1% | 48,146 | +13.5% | 0.42% | +4.5% |
| Q3 2021 | $1,186,000 | +0.7% | 42,433 | +0.8% | 0.40% | -2.2% |
| Q2 2021 | $1,178,000 | +1.1% | 42,078 | +0.9% | 0.41% | -3.3% |
| Q1 2021 | $1,165,000 | -0.7% | 41,709 | +0.1% | 0.43% | -0.5% |
| Q4 2020 | $1,173,000 | -11.2% | 41,654 | -11.4% | 0.43% | -15.9% |
| Q3 2020 | $1,321,000 | +14.4% | 47,018 | +13.5% | 0.51% | +5.8% |
| Q2 2020 | $1,155,000 | +3.5% | 41,421 | +0.3% | 0.48% | -11.2% |
| Q1 2020 | $1,116,000 | -0.3% | 41,282 | +0.2% | 0.54% | -25.3% |
| Q4 2019 | $1,119,000 | – | 41,189 | – | 0.73% | – |
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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% |