ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 31 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,235,901 | +3.5% | 124,076 | +4.5% | 0.01% | +25.0% |
| Q2 2023 | $3,126,682 | +12.7% | 118,727 | +13.9% | 0.00% | 0.0% |
| Q1 2023 | $2,774,566 | +860.1% | 104,268 | +834.8% | 0.00% | – |
| Q3 2022 | $289,000 | +0.7% | 11,154 | +3.3% | 0.00% | – |
| Q2 2022 | $287,000 | -7.7% | 10,794 | -7.5% | 0.00% | – |
| Q1 2022 | $311,000 | -13.4% | 11,666 | -9.3% | 0.00% | – |
| Q4 2021 | $359,000 | +2.0% | 12,868 | +2.3% | 0.00% | -100.0% |
| Q3 2021 | $352,000 | +3.5% | 12,579 | +3.7% | 0.00% | 0.0% |
| Q2 2021 | $340,000 | +17.2% | 12,130 | +16.7% | 0.00% | – |
| Q1 2021 | $290,000 | +9.0% | 10,392 | +10.1% | 0.00% | – |
| Q4 2020 | $266,000 | +10.8% | 9,435 | +10.7% | 0.00% | – |
| Q3 2020 | $240,000 | -42.6% | 8,525 | -43.1% | 0.00% | -100.0% |
| Q2 2020 | $418,000 | +1.0% | 14,985 | -1.7% | 0.00% | 0.0% |
| Q1 2020 | $414,000 | +1.2% | 15,251 | +1.5% | 0.00% | 0.0% |
| Q4 2019 | $409,000 | +15.9% | 15,019 | +16.1% | 0.00% | 0.0% |
| Q3 2019 | $353,000 | +34.7% | 12,938 | +35.1% | 0.00% | 0.0% |
| Q2 2019 | $262,000 | +17.0% | 9,580 | +13.3% | 0.00% | 0.0% |
| Q1 2019 | $224,000 | – | 8,452 | – | 0.00% | – |
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% |