ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 104 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,514,444 | +10.7% | 136,802 | +11.0% | 0.03% | +18.5% |
| Q2 2023 | $3,173,503 | +94125.1% | 123,195 | -5.4% | 0.03% | -10.0% |
| Q1 2023 | $3,368 | +2.2% | 130,180 | +1.7% | 0.03% | 0.0% |
| Q4 2022 | $3,295 | -99.9% | 127,944 | -14.9% | 0.03% | -23.1% |
| Q3 2022 | $3,833,000 | -7.0% | 150,281 | -5.2% | 0.04% | 0.0% |
| Q2 2022 | $4,122,000 | +299.8% | 158,545 | +299.9% | 0.04% | +387.5% |
| Q1 2022 | $1,031,000 | -7.0% | 39,642 | -4.1% | 0.01% | -11.1% |
| Q4 2021 | $1,109,000 | -42.4% | 41,349 | -42.2% | 0.01% | -47.1% |
| Q3 2021 | $1,927,000 | +5.8% | 71,522 | +6.0% | 0.02% | +6.2% |
| Q2 2021 | $1,821,000 | +3.1% | 67,464 | +3.1% | 0.02% | 0.0% |
| Q1 2021 | $1,767,000 | +1.4% | 65,432 | +1.7% | 0.02% | -5.9% |
| Q4 2020 | $1,742,000 | -1.3% | 64,319 | -1.2% | 0.02% | -10.5% |
| Q3 2020 | $1,765,000 | +24.1% | 65,124 | +23.6% | 0.02% | +11.8% |
| Q2 2020 | $1,422,000 | +30.8% | 52,695 | +26.8% | 0.02% | +21.4% |
| Q1 2020 | $1,087,000 | +24.9% | 41,548 | +26.2% | 0.01% | +55.6% |
| Q4 2019 | $870,000 | – | 32,921 | – | 0.01% | – |
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% |