ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 74 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,770 | -0.5% | 107,830 | -0.2% | 1.48% | +2.8% |
| Q2 2023 | $2,784 | -0.4% | 108,065 | 0.0% | 1.44% | -4.8% |
| Q1 2023 | $2,796 | +0.5% | 108,065 | 0.0% | 1.51% | -2.3% |
| Q4 2022 | $2,783 | -99.9% | 108,065 | -1.2% | 1.55% | +0.7% |
| Q3 2022 | $2,789,000 | -1.1% | 109,365 | +0.8% | 1.54% | +4.9% |
| Q2 2022 | $2,821,000 | +0.0% | 108,500 | 0.0% | 1.46% | +17.7% |
| Q1 2022 | $2,820,000 | -3.1% | 108,500 | 0.0% | 1.24% | +2.2% |
| Q4 2021 | $2,909,000 | +12.4% | 108,500 | +13.0% | 1.22% | +5.0% |
| Q3 2021 | $2,588,000 | +23.1% | 96,054 | +23.3% | 1.16% | +21.3% |
| Q2 2021 | $2,103,000 | +24.5% | 77,928 | +24.6% | 0.96% | +18.0% |
| Q1 2021 | $1,689,000 | +3.6% | 62,553 | +3.9% | 0.81% | +0.5% |
| Q4 2020 | $1,631,000 | +62.1% | 60,223 | +62.2% | 0.81% | +37.3% |
| Q3 2020 | $1,006,000 | +26.9% | 37,133 | +26.4% | 0.59% | +16.7% |
| Q2 2020 | $793,000 | – | 29,375 | – | 0.50% | – |
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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% |