ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 2 filers reported holding ISHARES TR in Q4 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% | – |
Download |
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% |