ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 134 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,106,573 | +12.2% | 732,614 | +13.3% | 0.03% | +14.8% |
| Q2 2023 | $17,033,636 | +4.0% | 646,806 | +5.1% | 0.03% | -3.6% |
| Q1 2023 | $16,378,189 | +1.1% | 615,490 | +0.2% | 0.03% | -3.4% |
| Q4 2022 | $16,199,249 | +36.9% | 614,306 | +34.5% | 0.03% | +20.8% |
| Q3 2022 | $11,835,000 | +7.0% | 456,579 | +9.9% | 0.02% | +14.3% |
| Q2 2022 | $11,060,000 | +30.3% | 415,323 | +30.4% | 0.02% | +50.0% |
| Q1 2022 | $8,489,000 | +5.2% | 318,457 | +10.0% | 0.01% | +7.7% |
| Q4 2021 | $8,068,000 | +4.8% | 289,562 | +5.1% | 0.01% | -7.1% |
| Q3 2021 | $7,702,000 | +16.4% | 275,509 | +16.6% | 0.01% | +16.7% |
| Q2 2021 | $6,617,000 | +1.8% | 236,296 | +1.5% | 0.01% | -7.7% |
| Q1 2021 | $6,501,000 | +19.4% | 232,709 | +20.4% | 0.01% | +8.3% |
| Q4 2020 | $5,444,000 | +24.3% | 193,234 | +24.0% | 0.01% | +9.1% |
| Q3 2020 | $4,379,000 | +224.1% | 155,828 | +221.5% | 0.01% | +175.0% |
| Q2 2020 | $1,351,000 | – | 48,466 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 200,238 | $5,280,276 | 1.90% |
| Virginia National Bank | 17,311 | $456,491 | 1.68% |
| WJ Wealth Management, LLC | 85,437 | $2,252,973 | 1.31% |
| Newman Dignan & Sheerar, Inc. | 136,623 | $3,602,740 | 1.19% |
| SONATA CAPITAL GROUP INC | 62,460 | $1,647 | 0.92% |
| Gateway Advisory, LLC | 123,974 | $3,269 | 0.84% |
| Covington Investment Advisors Inc. | 120,589 | $3,180 | 0.76% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 44,763 | $1,180,400 | 0.76% |
| Signature Wealth Management Group | 51,557 | $1,359,558 | 0.66% |
| Hedeker Wealth, LLC | 66,459 | $1,752,524 | 0.66% |