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 | $213,256 | -49.7% | 8,177 | -49.3% | 0.08% | -46.4% |
| Q2 2023 | $424,362 | -13.4% | 16,114 | -12.5% | 0.15% | -13.6% |
| Q1 2023 | $489,997 | -14.4% | 18,414 | -15.2% | 0.18% | -44.7% |
| Q4 2022 | $572,598 | -29.4% | 21,714 | -30.6% | 0.32% | +10.7% |
| Q3 2022 | $811,000 | -20.4% | 31,303 | -18.2% | 0.29% | -25.9% |
| Q2 2022 | $1,019,000 | +6.7% | 38,253 | +6.8% | 0.39% | +39.8% |
| Q1 2022 | $955,000 | -4.2% | 35,827 | +0.1% | 0.28% | -17.0% |
| Q4 2021 | $997,000 | – | 35,778 | – | 0.34% | – |
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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% |