ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 40 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $2,498,000 | -13.7% | 92,539 | -13.4% | 0.12% | -21.8% |
| Q4 2020 | $2,896,000 | -5.2% | 106,908 | -5.1% | 0.16% | -17.9% |
| Q3 2020 | $3,054,000 | -13.2% | 112,708 | -13.5% | 0.19% | -23.7% |
| Q2 2020 | $3,517,000 | -6.4% | 130,316 | -9.3% | 0.25% | -16.7% |
| Q1 2020 | $3,758,000 | -14.8% | 143,672 | -13.8% | 0.30% | +11.2% |
| Q4 2019 | $4,409,000 | +37.4% | 166,762 | +36.7% | 0.27% | +26.3% |
| Q3 2019 | $3,209,000 | +60.6% | 121,960 | +60.4% | 0.21% | +61.4% |
| Q2 2019 | $1,998,000 | +55.7% | 76,058 | +53.9% | 0.13% | +36.1% |
| Q1 2019 | $1,283,000 | – | 49,419 | – | 0.10% | – |
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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% |