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 | $583 | -32.8% | 22,700 | -32.6% | 0.27% | -29.9% |
Q2 2023 | $868 | -0.5% | 33,700 | 0.0% | 0.38% | -3.5% |
Q1 2023 | $872 | -1.0% | 33,700 | -1.5% | 0.40% | -6.1% |
Q4 2022 | $881 | -99.9% | 34,200 | 0.0% | 0.42% | -6.6% |
Q3 2022 | $872,000 | -3.3% | 34,200 | -1.4% | 0.45% | +3.2% |
Q2 2022 | $902,000 | -5.5% | 34,700 | -5.4% | 0.44% | +10.3% |
Q1 2022 | $954,000 | -3.0% | 36,700 | 0.0% | 0.40% | +1.3% |
Q4 2021 | $984,000 | -10.2% | 36,700 | -9.8% | 0.39% | -12.2% |
Q3 2021 | $1,096,000 | -0.3% | 40,700 | 0.0% | 0.45% | -1.1% |
Q2 2021 | $1,099,000 | 0.0% | 40,700 | 0.0% | 0.45% | -12.0% |
Q1 2021 | $1,099,000 | -0.4% | 40,700 | 0.0% | 0.52% | -5.5% |
Q4 2020 | $1,103,000 | +2.5% | 40,700 | +2.5% | 0.55% | -9.5% |
Q3 2020 | $1,076,000 | +7.8% | 39,700 | +7.3% | 0.60% | -4.1% |
Q2 2020 | $998,000 | +15.6% | 37,000 | +12.1% | 0.63% | -10.5% |
Q1 2020 | $863,000 | +25.6% | 33,000 | +26.9% | 0.70% | +68.6% |
Q4 2019 | $687,000 | +18.7% | 26,000 | +18.2% | 0.42% | +12.7% |
Q3 2019 | $579,000 | – | 22,000 | – | 0.37% | – |
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% |