ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 109 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,731,178 | -0.1% | 756,621 | +0.8% | 0.01% | 0.0% |
| Q2 2023 | $19,758,950 | +1.0% | 750,264 | +2.1% | 0.01% | 0.0% |
| Q1 2023 | $19,559,575 | +4.0% | 734,931 | +3.0% | 0.01% | 0.0% |
| Q4 2022 | $18,806,000 | +2.0% | 713,262 | +0.1% | 0.01% | -14.3% |
| Q3 2022 | $18,438,000 | -1.9% | 712,339 | +0.9% | 0.01% | 0.0% |
| Q2 2022 | $18,796,000 | – | 705,800 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 182,427 | $4,728,000 | 1.77% |
| Virginia National Bank | 17,630 | $457,000 | 1.46% |
| Gateway Advisory, LLC | 161,340 | $4,182,000 | 1.04% |
| WJ Wealth Management, LLC | 56,013 | $1,452,000 | 0.91% |
| SONATA CAPITAL GROUP INC | 62,460 | $1,619,000 | 0.89% |
| Salomon & Ludwin, LLC | 227,150 | $5,888,000 | 0.88% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 43,843 | $1,136,000 | 0.77% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 500,296 | $12,968,000 | 0.56% |
| Covington Investment Advisors Inc. | 79,774 | $2,068,000 | 0.54% |
| Signature Wealth Management Group | 40,247 | $1,043,000 | 0.53% |