ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 151 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $202,047 | -28.5% | 7,786 | -28.5% | 0.01% | -33.3% |
Q4 2023 | $282,559 | +0.9% | 10,897 | 0.0% | 0.01% | -10.0% |
Q3 2023 | $279,944 | -24.5% | 10,897 | -24.3% | 0.01% | -16.7% |
Q2 2023 | $370,815 | -21.3% | 14,395 | -20.9% | 0.01% | -25.0% |
Q1 2023 | $470,886 | +0.5% | 18,202 | 0.0% | 0.02% | -11.1% |
Q4 2022 | $468,702 | +16.9% | 18,202 | +15.7% | 0.02% | +5.9% |
Q3 2022 | $401,000 | -96.5% | 15,736 | -96.4% | 0.02% | -96.4% |
Q2 2022 | $11,312,000 | +9.0% | 435,095 | +7.7% | 0.48% | +14.5% |
Q1 2022 | $10,382,000 | +26.9% | 403,982 | +32.4% | 0.42% | +45.6% |
Q4 2021 | $8,184,000 | +5.4% | 305,205 | +5.9% | 0.28% | -6.6% |
Q3 2021 | $7,763,000 | +8.5% | 288,165 | +8.7% | 0.30% | +8.5% |
Q2 2021 | $7,158,000 | +17.4% | 265,210 | +17.5% | 0.28% | +6.4% |
Q1 2021 | $6,095,000 | +14.7% | 225,796 | +15.1% | 0.26% | +5.2% |
Q4 2020 | $5,316,000 | +62.6% | 196,238 | +62.6% | 0.25% | +41.8% |
Q3 2020 | $3,270,000 | +328.6% | 120,683 | +326.9% | 0.18% | +284.8% |
Q2 2020 | $763,000 | +37.0% | 28,270 | +32.8% | 0.05% | +12.2% |
Q1 2020 | $557,000 | +19.8% | 21,288 | +21.1% | 0.04% | +51.9% |
Q4 2019 | $465,000 | +86.7% | 17,586 | +85.6% | 0.03% | +68.8% |
Q3 2019 | $249,000 | – | 9,477 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Virginia National Bank | 25,016 | $638,000 | 2.04% |
Praetorian Wealth Management, Inc. | 198,462 | $5,061,000 | 1.90% |
Salomon & Ludwin, LLC | 428,250 | $10,923,000 | 1.64% |
SONATA CAPITAL GROUP INC | 109,365 | $2,789,000 | 1.54% |
Paradigm, Strategies in Wealth Management, LLC | 45,601 | $1,163,000 | 1.06% |
Gateway Advisory, LLC | 166,263 | $4,241,000 | 1.05% |
4J Wealth Management LLC | 30,548 | $779,000 | 1.00% |
SENTINEL PENSION ADVISORS INC. | 108,656 | $2,771,000 | 0.97% |
W.H. Cornerstone Investments Inc. | 29,068 | $744,000 | 0.78% |
LEAVELL INVESTMENT MANAGEMENT, INC. | 382,679 | $9,760,000 | 0.77% |