ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 151 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,634,516 | +8.8% | 99,472 | +8.7% | 0.06% | +3.6% |
| Q1 2024 | $2,420,667 | -8.9% | 91,484 | -8.6% | 0.06% | -16.7% |
| Q4 2023 | $2,658,217 | -3.9% | 100,140 | -5.5% | 0.07% | -14.3% |
| Q3 2023 | $2,765,002 | -2.3% | 106,020 | -1.3% | 0.08% | -2.5% |
| Q2 2023 | $2,828,696 | -7.4% | 107,412 | -6.4% | 0.08% | -12.2% |
| Q1 2023 | $3,053,817 | +3.8% | 114,762 | +2.9% | 0.09% | -17.4% |
| Q4 2022 | $2,941,020 | +66.3% | 111,529 | +68.0% | 0.11% | +49.3% |
| Q2 2022 | $1,768,000 | +106.8% | 66,385 | +107.0% | 0.07% | +135.5% |
| Q1 2022 | $855,000 | +26.3% | 32,063 | +31.9% | 0.03% | +24.0% |
| Q4 2021 | $677,000 | -8.0% | 24,313 | -7.7% | 0.02% | -13.8% |
| Q3 2021 | $736,000 | -14.5% | 26,334 | -14.4% | 0.03% | -17.1% |
| Q2 2021 | $861,000 | +1.3% | 30,759 | +1.1% | 0.04% | -12.5% |
| Q1 2021 | $850,000 | -33.5% | 30,439 | -32.9% | 0.04% | -36.5% |
| Q4 2020 | $1,279,000 | -3.3% | 45,387 | -3.6% | 0.06% | -16.0% |
| Q3 2020 | $1,323,000 | +40.1% | 47,087 | +39.0% | 0.08% | +29.3% |
| Q2 2020 | $944,000 | -11.8% | 33,875 | -13.9% | 0.06% | -31.8% |
| Q4 2019 | $1,070,000 | +135.2% | 39,358 | +134.4% | 0.08% | +112.5% |
| Q3 2019 | $455,000 | – | 16,794 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 168,468 | $4,693,000 | 1.52% |
| Gateway Advisory, LLC | 178,920 | $4,985,000 | 1.06% |
| SONATA CAPITAL GROUP INC | 62,460 | $1,740,000 | 0.73% |
| Paradigm, Strategies in Wealth Management, LLC | 15,955 | $445,000 | 0.45% |
| CHILDRESS CAPITAL ADVISORS, LLC | 37,200 | $1,036,000 | 0.43% |
| SENTINEL PENSION ADVISORS INC. | 48,146 | $1,341,000 | 0.42% |
| Roof Eidam Maycock Peralta, LLC | 38,400 | $1,070,000 | 0.36% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 35,778 | $997,000 | 0.34% |
| Peloton Wealth Strategists | 28,000 | $780,000 | 0.31% |
| Azimuth Capital Management LLC | 255,400 | $7,115,000 | 0.29% |