ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 68 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,628 | +3.4% | 254,146 | +4.4% | 0.01% | +7.7% |
| Q2 2023 | $6,412 | +2.4% | 243,462 | +3.4% | 0.01% | 0.0% |
| Q1 2023 | $6,262 | +12.4% | 235,356 | +11.4% | 0.01% | 0.0% |
| Q4 2022 | $5,570 | -99.6% | 211,259 | +308.8% | 0.01% | +333.3% |
| Q3 2022 | $1,339,000 | +84.7% | 51,683 | +89.8% | 0.00% | +50.0% |
| Q2 2022 | $725,000 | +1.0% | 27,236 | +1.0% | 0.00% | 0.0% |
| Q1 2022 | $718,000 | -4.1% | 26,954 | +0.1% | 0.00% | 0.0% |
| Q4 2021 | $749,000 | +171.4% | 26,914 | +171.8% | 0.00% | +100.0% |
| Q3 2021 | $276,000 | +4.2% | 9,901 | +4.3% | 0.00% | 0.0% |
| Q2 2021 | $265,000 | +22.7% | 9,491 | +23.3% | 0.00% | 0.0% |
| Q4 2020 | $216,000 | -37.8% | 7,699 | -40.0% | 0.00% | 0.0% |
| Q3 2019 | $347,000 | +13.4% | 12,822 | +12.6% | 0.00% | 0.0% |
| Q2 2019 | $306,000 | -2.9% | 11,386 | -4.5% | 0.00% | 0.0% |
| Q1 2019 | $315,000 | – | 11,918 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SENTINEL PENSION ADVISORS INC | 41,282 | $1,116,000 | 0.54% |
| Roof Eidam Maycock Peralta, LLC | 37,600 | $1,017,000 | 0.43% |
| Peloton Wealth Strategists | 18,000 | $487,000 | 0.40% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 179,594 | $4,856,000 | 0.39% |
| Covington Investment Advisors Inc. | 35,302 | $955,000 | 0.36% |
| BCS Wealth Management | 14,037 | $380,000 | 0.27% |
| Estate Counselors, LLC | 58,550 | $1,583,000 | 0.26% |
| WRAPMANAGER INC | 14,269 | $386,000 | 0.17% |
| Capital Directions Investment Advisors, LLC | 12,573 | $340,000 | 0.14% |
| Altium Wealth Management LLC | 29,005 | $784,000 | 0.11% |