ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 85 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,701,609 | -0.8% | 218,620 | +0.2% | 1.81% | +2.1% |
| Q2 2023 | $5,745,612 | -5.2% | 218,174 | -4.2% | 1.78% | -9.9% |
| Q1 2023 | $6,060,879 | +14.8% | 227,767 | +13.7% | 1.97% | +3.5% |
| Q4 2022 | $5,280,276 | +11.7% | 200,238 | +9.8% | 1.90% | +7.3% |
| Q3 2022 | $4,728,000 | -10.9% | 182,427 | -8.5% | 1.77% | -9.1% |
| Q2 2022 | $5,309,000 | +3.9% | 199,393 | +4.0% | 1.95% | +12.0% |
| Q1 2022 | $5,111,000 | +8.9% | 191,719 | +13.8% | 1.74% | +14.2% |
| Q4 2021 | $4,693,000 | +0.9% | 168,468 | +1.2% | 1.52% | -3.4% |
| Q3 2021 | $4,652,000 | +5.0% | 166,397 | +5.2% | 1.58% | +6.6% |
| Q2 2021 | $4,430,000 | +26.1% | 158,244 | +25.8% | 1.48% | +19.5% |
| Q1 2021 | $3,513,000 | +11.4% | 125,770 | +12.4% | 1.24% | +2.8% |
| Q4 2020 | $3,153,000 | +9.4% | 111,928 | +9.1% | 1.20% | -5.4% |
| Q3 2020 | $2,883,000 | +17.2% | 102,587 | +16.3% | 1.27% | +5.8% |
| Q2 2020 | $2,459,000 | – | 88,211 | – | 1.20% | – |
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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% |