ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 136 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $714,070 | +32.1% | 27,380 | +33.4% | 0.46% | +24.3% |
| Q2 2023 | $540,526 | -1.0% | 20,525 | 0.0% | 0.37% | -14.9% |
| Q1 2023 | $546,170 | +14.6% | 20,525 | +13.5% | 0.43% | +1.4% |
| Q4 2022 | $476,664 | +1.6% | 18,076 | 0.0% | 0.42% | -0.9% |
| Q3 2022 | $469,000 | +10.4% | 18,076 | +13.3% | 0.43% | -7.6% |
| Q2 2022 | $425,000 | 0.0% | 15,955 | 0.0% | 0.46% | +4.3% |
| Q1 2022 | $425,000 | -4.5% | 15,955 | 0.0% | 0.44% | -1.6% |
| Q4 2021 | $445,000 | +7.0% | 15,955 | +7.2% | 0.45% | +14.8% |
| Q3 2021 | $416,000 | -0.2% | 14,880 | 0.0% | 0.39% | +4.8% |
| Q2 2021 | $417,000 | +0.2% | 14,880 | 0.0% | 0.38% | -6.7% |
| Q1 2021 | $416,000 | – | 14,880 | – | 0.40% | – |
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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% |