ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 80 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $705,000 | -30.5% | 26,438 | -27.4% | 0.18% | -33.3% |
| Q4 2021 | $1,014,000 | +16.0% | 36,396 | +16.4% | 0.26% | -7.7% |
| Q3 2021 | $874,000 | +5.8% | 31,280 | +6.1% | 0.29% | +9.6% |
| Q2 2021 | $826,000 | +5.5% | 29,494 | +5.2% | 0.26% | -7.4% |
| Q1 2021 | $783,000 | +25.1% | 28,041 | +26.1% | 0.28% | +12.8% |
| Q4 2020 | $626,000 | – | 22,235 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 191,719 | $5,111,000 | 1.74% |
| Gateway Advisory, LLC | 174,367 | $4,649,000 | 1.26% |
| Virginia National Bank | 27,802 | $741,000 | 0.85% |
| SONATA CAPITAL GROUP INC | 62,460 | $1,665,000 | 0.74% |
| Paradigm, Strategies in Wealth Management, LLC | 15,955 | $425,000 | 0.44% |
| First Affirmative Financial Network | 16,169 | $431,000 | 0.41% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 381,016 | $10,000,000 | 0.40% |
| Covington Investment Advisors Inc. | 70,018 | $1,867,000 | 0.39% |
| SENTINEL PENSION ADVISORS INC | 42,711 | $1,139,000 | 0.39% |
| Roof Eidam Maycock Peralta, LLC | 38,400 | $1,024,000 | 0.33% |