ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 66 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $332,942 | -2.4% | 12,960 | -2.1% | 0.11% | +1.9% |
| Q2 2023 | $341,011 | -11.2% | 13,238 | -10.8% | 0.10% | -11.0% |
| Q1 2023 | $384,092 | +98638.3% | 14,847 | -1.6% | 0.12% | -5.6% |
| Q4 2022 | $389 | -99.9% | 15,094 | +23.8% | 0.12% | +19.0% |
| Q3 2022 | $311,000 | -3.7% | 12,197 | -1.7% | 0.10% | +4.0% |
| Q2 2022 | $323,000 | -0.6% | 12,404 | -0.7% | 0.10% | +16.1% |
| Q1 2022 | $325,000 | -4.7% | 12,487 | -1.7% | 0.09% | +2.4% |
| Q4 2021 | $341,000 | -0.3% | 12,708 | 0.0% | 0.08% | -4.5% |
| Q3 2021 | $342,000 | -1.4% | 12,708 | -1.0% | 0.09% | 0.0% |
| Q2 2021 | $347,000 | -0.3% | 12,838 | -0.4% | 0.09% | -8.2% |
| Q1 2021 | $348,000 | -2.0% | 12,893 | -1.7% | 0.10% | -6.7% |
| Q4 2020 | $355,000 | -29.3% | 13,120 | -29.2% | 0.10% | -38.1% |
| Q3 2020 | $502,000 | 0.0% | 18,520 | -0.5% | 0.17% | -9.7% |
| Q2 2020 | $502,000 | +27.1% | 18,618 | +23.2% | 0.19% | +5.7% |
| Q1 2020 | $395,000 | -25.6% | 15,117 | -24.7% | 0.18% | +5.4% |
| Q4 2019 | $531,000 | -5.7% | 20,077 | -6.2% | 0.17% | -10.2% |
| Q3 2019 | $563,000 | -2.4% | 21,401 | -2.5% | 0.19% | 0.0% |
| Q2 2019 | $577,000 | +0.2% | 21,956 | -1.0% | 0.19% | -2.1% |
| Q1 2019 | $576,000 | -3.0% | 22,185 | -4.9% | 0.19% | -10.0% |
| Q4 2018 | $594,000 | – | 23,332 | – | 0.21% | – |
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% |