ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 65 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,815,705 | -1.0% | 453,056 | -0.0% | 0.00% | 0.0% |
| Q2 2023 | $11,931,624 | +37.6% | 453,070 | +39.0% | 0.00% | 0.0% |
| Q1 2023 | $8,672,811 | +15.1% | 325,923 | +14.1% | 0.00% | 0.0% |
| Q4 2022 | $7,533,355 | +27.5% | 285,679 | +25.3% | 0.00% | 0.0% |
| Q3 2022 | $5,908,000 | +5.6% | 227,917 | +8.4% | 0.00% | 0.0% |
| Q2 2022 | $5,597,000 | -33.8% | 210,171 | -33.7% | 0.00% | 0.0% |
| Q1 2022 | $8,457,000 | -18.9% | 317,202 | -15.2% | 0.00% | 0.0% |
| Q4 2021 | $10,425,000 | +6.2% | 374,205 | +6.6% | 0.00% | 0.0% |
| Q3 2021 | $9,817,000 | +12.2% | 351,174 | +12.4% | 0.00% | 0.0% |
| Q2 2021 | $8,748,000 | +4.4% | 312,430 | +4.2% | 0.00% | 0.0% |
| Q1 2021 | $8,377,000 | -14.0% | 299,880 | -13.3% | 0.00% | -50.0% |
| Q4 2020 | $9,740,000 | +26.9% | 345,743 | +26.5% | 0.00% | +100.0% |
| Q3 2020 | $7,677,000 | +55.3% | 273,215 | +54.0% | 0.00% | 0.0% |
| Q2 2020 | $4,944,000 | +5.7% | 177,368 | +2.5% | 0.00% | 0.0% |
| Q1 2020 | $4,678,000 | +127.6% | 173,003 | +128.7% | 0.00% | – |
| Q4 2019 | $2,055,000 | +12.4% | 75,635 | +12.0% | 0.00% | – |
| Q3 2019 | $1,829,000 | +133.0% | 67,539 | +131.4% | 0.00% | – |
| Q2 2019 | $785,000 | +273.8% | 29,185 | +268.6% | 0.00% | – |
| Q1 2019 | $210,000 | – | 7,917 | – | 0.00% | – |
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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% |