ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 148 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,130,745 | -72.5% | 44,015 | -72.4% | 0.10% | -71.5% |
| Q2 2023 | $4,114,412 | -39.4% | 159,721 | -39.1% | 0.34% | -41.2% |
| Q1 2023 | $6,784,458 | +3.1% | 262,252 | +2.6% | 0.58% | -2.9% |
| Q4 2022 | $6,580,721 | +4.6% | 255,562 | +3.6% | 0.60% | -0.3% |
| Q3 2022 | $6,290,000 | -3.8% | 246,615 | -1.9% | 0.60% | +2.1% |
| Q2 2022 | $6,539,000 | +12.8% | 251,517 | +12.8% | 0.58% | +30.0% |
| Q1 2022 | $5,797,000 | +56.5% | 223,008 | +61.4% | 0.45% | +61.9% |
| Q4 2021 | $3,704,000 | +332.2% | 138,143 | +333.9% | 0.28% | +302.9% |
| Q3 2021 | $857,000 | -7.5% | 31,834 | -7.3% | 0.07% | -11.5% |
| Q2 2021 | $926,000 | +192.1% | 34,324 | +192.7% | 0.08% | +169.0% |
| Q1 2021 | $317,000 | -0.3% | 11,725 | 0.0% | 0.03% | -3.3% |
| Q4 2020 | $318,000 | 0.0% | 11,725 | 0.0% | 0.03% | -9.1% |
| Q3 2020 | $318,000 | +28.7% | 11,725 | +28.0% | 0.03% | +22.2% |
| Q2 2020 | $247,000 | – | 9,160 | – | 0.03% | – |
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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% |