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 | $1,326 | -14.1% | 50,851 | -13.3% | 0.21% | +7.1% |
| Q2 2023 | $1,544 | -11.8% | 58,631 | -10.8% | 0.20% | -38.1% |
| Q1 2023 | $1,750 | +25.6% | 65,765 | +24.5% | 0.32% | +0.6% |
| Q4 2022 | $1,393 | -99.9% | 52,822 | -96.5% | 0.32% | -10.0% |
| Q3 2022 | $1,526,000 | -0.7% | 1,525,449 | +2544.1% | 0.35% | +49.4% |
| Q2 2022 | $1,536,000 | +2642.9% | 57,692 | -96.1% | 0.24% | -3.7% |
| Q1 2022 | $56,000 | -96.2% | 1,482,450 | +2652.4% | 0.24% | +23.9% |
| Q4 2021 | $1,468,000 | +6.5% | 53,861 | +9.2% | 0.20% | +4.2% |
| Q3 2021 | $1,379,000 | -29.9% | 49,330 | -29.3% | 0.19% | -39.6% |
| Q4 2020 | $1,966,000 | – | 69,796 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Virginia National Bank | 17,647 | $460,233 | 2.10% |
| Praetorian Wealth Management, Inc. | 218,620 | $5,701,609 | 1.81% |
| Envision Financial Planning, LLC | 51,161 | $1,334,273 | 1.32% |
| Newman Dignan & Sheerar, Inc. | 138,956 | $3,623,985 | 1.19% |
| Covington Investment Advisors Inc. | 212,613 | $5,545 | 1.18% |
| SONATA CAPITAL GROUP INC | 62,460 | $1,629 | 0.87% |
| COLONY GROUP LLC | 2,201,352 | $57,411 | 0.86% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 42,254 | $1,101,984 | 0.81% |
| PFG Private Wealth Management, LLC | 41,558 | $1,083,833 | 0.81% |
| Atwater Malick LLC | 54,630 | $1,424,750 | 0.63% |