ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | 23,817 | $611,858 | 2.79% |
Praetorian Wealth Management, Inc. | 208,812 | $5,364,380 | 1.70% |
SONATA CAPITAL GROUP INC | 107,830 | $2,770 | 1.48% |
Newman Dignan & Sheerar, Inc. | 148,687 | $3,819,775 | 1.25% |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 108,612 | $2,790 | 1.20% |
Covington Investment Advisors Inc. | 212,647 | $5,463 | 1.16% |
Paradigm, Strategies in Wealth Management, LLC | 63,501 | $1,631,341 | 1.04% |
Paradiem, LLC | 125,678 | $3,228,668 | 0.97% |
4J Wealth Management LLC | 36,030 | $925,607 | 0.92% |
SENTINEL PENSION ADVISORS INC | 121,849 | $3,130,291 | 0.76% |