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 | $4,617,525 | -45.8% | 179,741 | -45.6% | 0.01% | -45.5% |
| Q2 2023 | $8,515,636 | +4.6% | 330,575 | +5.1% | 0.01% | 0.0% |
| Q1 2023 | $8,139,417 | +8.2% | 314,627 | +7.7% | 0.01% | 0.0% |
| Q4 2022 | $7,522,914 | +198.1% | 292,149 | +195.2% | 0.01% | +175.0% |
| Q3 2022 | $2,524,000 | +247.2% | 98,962 | +253.9% | 0.00% | +300.0% |
| Q2 2022 | $727,000 | +64.1% | 27,962 | +64.1% | 0.00% | 0.0% |
| Q1 2022 | $443,000 | -31.8% | 17,035 | -29.7% | 0.00% | 0.0% |
| Q4 2021 | $650,000 | +18.6% | 24,217 | +19.0% | 0.00% | 0.0% |
| Q3 2021 | $548,000 | -3.0% | 20,342 | -2.7% | 0.00% | 0.0% |
| Q2 2021 | $565,000 | -8.7% | 20,906 | -8.7% | 0.00% | 0.0% |
| Q1 2021 | $619,000 | +31.1% | 22,903 | +31.5% | 0.00% | 0.0% |
| Q4 2020 | $472,000 | +5.8% | 17,414 | +5.9% | 0.00% | 0.0% |
| Q3 2020 | $446,000 | +18.6% | 16,448 | +18.2% | 0.00% | 0.0% |
| Q2 2020 | $376,000 | +56.7% | 13,918 | +51.6% | 0.00% | 0.0% |
| Q1 2020 | $240,000 | -76.6% | 9,178 | -76.3% | 0.00% | -66.7% |
| Q4 2019 | $1,025,000 | +6.3% | 38,777 | +5.9% | 0.00% | -25.0% |
| Q3 2019 | $964,000 | -8.5% | 36,622 | -8.7% | 0.00% | 0.0% |
| Q2 2019 | $1,053,000 | +98.3% | 40,109 | +96.3% | 0.00% | +100.0% |
| Q1 2019 | $531,000 | +51.3% | 20,436 | +48.0% | 0.00% | 0.0% |
| Q4 2018 | $351,000 | – | 13,804 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Virginia National Bank | 23,817 | $616,145 | 2.17% |
| Praetorian Wealth Management, Inc. | 215,967 | $5,587,066 | 1.82% |
| SONATA CAPITAL GROUP INC | 108,065 | $2,796 | 1.51% |
| Newman Dignan & Sheerar, Inc. | 155,434 | $4,021,068 | 1.29% |
| Paradigm, Strategies in Wealth Management, LLC | 61,459 | $1,589,944 | 1.25% |
| COLONY GROUP LLC | 3,213,076 | $83,122 | 1.23% |
| 4J Wealth Management LLC | 42,950 | $1,111,129 | 1.19% |
| Covington Investment Advisors Inc. | 183,872 | $4,757 | 1.07% |
| Paradiem, LLC | 125,678 | $3,251,290 | 1.01% |
| Gateway Advisory, LLC | 163,852 | $4,239 | 0.94% |