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 | $1,376,129 | +46.5% | 52,766 | +47.9% | 0.04% | +53.8% |
| Q2 2023 | $939,475 | -45.2% | 35,674 | -44.6% | 0.03% | -48.0% |
| Q1 2023 | $1,714,403 | +11.4% | 64,427 | +10.4% | 0.05% | +6.4% |
| Q4 2022 | $1,538,848 | -2.1% | 58,356 | -3.8% | 0.05% | -13.0% |
| Q3 2022 | $1,572,000 | +17.4% | 60,650 | +20.6% | 0.05% | +22.7% |
| Q2 2022 | $1,339,000 | -22.6% | 50,300 | -22.5% | 0.04% | -10.2% |
| Q1 2022 | $1,729,000 | +0.6% | 64,880 | +5.2% | 0.05% | +2.1% |
| Q4 2021 | $1,719,000 | -1.0% | 61,680 | -0.6% | 0.05% | -22.6% |
| Q3 2021 | $1,736,000 | +2.5% | 62,080 | +2.7% | 0.06% | +1.6% |
| Q2 2021 | $1,693,000 | +1.3% | 60,450 | +1.0% | 0.06% | -6.2% |
| Q1 2021 | $1,672,000 | -3.2% | 59,850 | -2.4% | 0.06% | -8.5% |
| Q4 2020 | $1,728,000 | +2.4% | 61,350 | +2.2% | 0.07% | -6.6% |
| Q3 2020 | $1,687,000 | +1.3% | 60,050 | +0.5% | 0.08% | -9.5% |
| Q2 2020 | $1,666,000 | +25.9% | 59,750 | +22.1% | 0.08% | +3.7% |
| Q1 2020 | $1,323,000 | +22.2% | 48,950 | +22.8% | 0.08% | +47.3% |
| Q4 2019 | $1,083,000 | +80.5% | 39,850 | +79.9% | 0.06% | +61.8% |
| Q3 2019 | $600,000 | +135.3% | 22,150 | +134.4% | 0.03% | +126.7% |
| Q2 2019 | $255,000 | – | 9,450 | – | 0.02% | – |
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% |