ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 75 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,215,620 | -43.4% | 468,390 | -42.9% | 0.00% | -33.3% |
| Q2 2023 | $21,597,953 | -6.2% | 820,124 | -5.2% | 0.01% | -14.3% |
| Q1 2023 | $23,022,390 | +12.8% | 865,178 | +11.8% | 0.01% | +16.7% |
| Q4 2022 | $20,414,178 | +109.2% | 774,144 | +105.6% | 0.01% | +100.0% |
| Q3 2022 | $9,760,000 | +4.1% | 376,546 | +7.0% | 0.00% | 0.0% |
| Q2 2022 | $9,375,000 | +6.5% | 352,045 | +6.6% | 0.00% | +50.0% |
| Q1 2022 | $8,802,000 | -4.4% | 330,160 | -0.1% | 0.00% | 0.0% |
| Q4 2021 | $9,206,000 | +14.5% | 330,444 | +14.9% | 0.00% | 0.0% |
| Q3 2021 | $8,040,000 | +29.5% | 287,608 | +29.7% | 0.00% | +100.0% |
| Q2 2021 | $6,207,000 | +0.4% | 221,680 | +0.2% | 0.00% | 0.0% |
| Q1 2021 | $6,182,000 | +14.2% | 221,300 | +15.2% | 0.00% | 0.0% |
| Q4 2020 | $5,413,000 | +14.8% | 192,156 | +14.5% | 0.00% | 0.0% |
| Q3 2020 | $4,717,000 | +73.8% | 167,848 | +72.4% | 0.00% | 0.0% |
| Q2 2020 | $2,714,000 | +8.2% | 97,374 | +5.0% | 0.00% | 0.0% |
| Q1 2020 | $2,508,000 | -34.2% | 92,758 | -33.8% | 0.00% | 0.0% |
| Q4 2019 | $3,810,000 | +35.1% | 140,211 | +34.6% | 0.00% | 0.0% |
| Q3 2019 | $2,821,000 | +265.9% | 104,204 | +264.0% | 0.00% | – |
| Q2 2019 | $771,000 | +125.4% | 28,627 | +121.6% | 0.00% | – |
| Q1 2019 | $342,000 | +288.6% | 12,919 | +280.0% | 0.00% | – |
| Q4 2018 | $88,000 | – | 3,400 | – | 0.00% | – |
Download | ||||||
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% |