ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,840 | -4.4% | 875,773 | -3.4% | 0.09% | -8.4% |
| Q2 2023 | $23,884 | -2.4% | 906,923 | -1.4% | 0.10% | -14.4% |
| Q1 2023 | $24,479 | +4.9% | 919,919 | +3.9% | 0.11% | -5.1% |
| Q4 2022 | $23,344 | -99.9% | 885,260 | +17.3% | 0.12% | +0.9% |
| Q3 2022 | $19,566,000 | +12.5% | 754,866 | +15.6% | 0.12% | +9.4% |
| Q2 2022 | $17,388,000 | +73.0% | 652,931 | +73.2% | 0.11% | +79.7% |
| Q1 2022 | $10,050,000 | +4.9% | 376,955 | +9.7% | 0.06% | 0.0% |
| Q4 2021 | $9,576,000 | +8.5% | 343,714 | +8.9% | 0.06% | -4.8% |
| Q3 2021 | $8,822,000 | +15.2% | 315,568 | +15.4% | 0.06% | +5.1% |
| Q2 2021 | $7,655,000 | +11.3% | 273,390 | +11.1% | 0.06% | -6.3% |
| Q1 2021 | $6,877,000 | +40.8% | 246,176 | +42.0% | 0.06% | +3.3% |
| Q4 2020 | $4,885,000 | +71.0% | 173,397 | +70.5% | 0.06% | +41.9% |
| Q3 2020 | $2,857,000 | – | 101,676 | – | 0.04% | – |
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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% |