ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 107 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $427,545 | -10.3% | 16,642 | -10.1% | 0.02% | -5.6% |
| Q2 2023 | $476,600 | -1.5% | 18,502 | -1.1% | 0.02% | -5.3% |
| Q1 2023 | $483,981 | +1.0% | 18,708 | +0.6% | 0.02% | 0.0% |
| Q4 2022 | $478,961 | -21.9% | 18,600 | -22.7% | 0.02% | -29.6% |
| Q3 2022 | $613,000 | -0.6% | 24,051 | +1.3% | 0.03% | 0.0% |
| Q2 2022 | $617,000 | -14.7% | 23,737 | -14.7% | 0.03% | +3.8% |
| Q1 2022 | $723,000 | -1.9% | 27,836 | +1.2% | 0.03% | +4.0% |
| Q4 2021 | $737,000 | +8.9% | 27,505 | +9.3% | 0.02% | 0.0% |
| Q3 2021 | $677,000 | +23.5% | 25,164 | +23.9% | 0.02% | +25.0% |
| Q2 2021 | $548,000 | +10.5% | 20,304 | +10.4% | 0.02% | +5.3% |
| Q1 2021 | $496,000 | +8.1% | 18,393 | +8.5% | 0.02% | -9.5% |
| Q4 2020 | $459,000 | +29.7% | 16,949 | +29.6% | 0.02% | +31.2% |
| Q3 2020 | $354,000 | +5.4% | 13,074 | +4.8% | 0.02% | 0.0% |
| Q2 2020 | $336,000 | +2.1% | 12,473 | -1.0% | 0.02% | -15.8% |
| Q1 2020 | $329,000 | -1.2% | 12,596 | +0.0% | 0.02% | +26.7% |
| Q4 2019 | $333,000 | +0.6% | 12,595 | +0.0% | 0.02% | 0.0% |
| Q3 2019 | $331,000 | +1.8% | 12,592 | +1.6% | 0.02% | 0.0% |
| Q2 2019 | $325,000 | +23.1% | 12,390 | +21.6% | 0.02% | +25.0% |
| Q1 2019 | $264,000 | +1.5% | 10,190 | -0.2% | 0.01% | -14.3% |
| Q4 2018 | $260,000 | +420.0% | 10,215 | +403.2% | 0.01% | +600.0% |
| Q3 2018 | $50,000 | – | 2,030 | – | 0.00% | – |
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% |