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 | $614,107 | +11.6% | 23,547 | +12.7% | 0.01% | +9.1% |
| Q2 2023 | $550,093 | +1.8% | 20,888 | +2.8% | 0.01% | 0.0% |
| Q1 2023 | $540,520 | +73.4% | 20,313 | +71.8% | 0.01% | +57.1% |
| Q4 2022 | $311,746 | +3.6% | 11,822 | +1.9% | 0.01% | 0.0% |
| Q3 2022 | $301,000 | +49.8% | 11,597 | +53.5% | 0.01% | +40.0% |
| Q2 2022 | $201,000 | – | 7,553 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BLUE SQUARE ASSET MANAGEMENT, LLC | 35,453 | $944,000 | 2.03% |
| Gateway Advisory, LLC | 172,493 | $4,593,000 | 1.96% |
| Praetorian Wealth Management, Inc. | 199,393 | $5,309,000 | 1.95% |
| Virginia National Bank | 27,802 | $740,000 | 1.16% |
| SONATA CAPITAL GROUP INC | 62,460 | $1,663,000 | 0.86% |
| Newman Dignan & Sheerar, Inc. | 89,220 | $2,376,000 | 0.81% |
| WJ Wealth Management, LLC | 33,972 | $904,000 | 0.64% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 430,507 | $11,464,000 | 0.48% |
| First Affirmative Financial Network | 15,700 | $418,000 | 0.48% |
| Covington Investment Advisors Inc. | 70,374 | $1,874,000 | 0.47% |