ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 133 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,880,951 | +2.1% | 73,217 | +2.4% | 0.01% | 0.0% |
| Q2 2023 | $1,842,256 | +96151.6% | 71,516 | -3.3% | 0.01% | -16.7% |
| Q1 2023 | $1,914 | +0.4% | 73,970 | -0.1% | 0.01% | 0.0% |
| Q4 2022 | $1,907 | -99.9% | 74,056 | +14.7% | 0.01% | -14.3% |
| Q3 2022 | $1,647,000 | +3.5% | 64,580 | +5.4% | 0.01% | 0.0% |
| Q2 2022 | $1,592,000 | +46.1% | 61,249 | +46.1% | 0.01% | +75.0% |
| Q1 2022 | $1,090,000 | +15.8% | 41,912 | +19.5% | 0.00% | 0.0% |
| Q4 2021 | $941,000 | +45.4% | 35,082 | +46.1% | 0.00% | +33.3% |
| Q3 2021 | $647,000 | -8.2% | 24,007 | -8.1% | 0.00% | -25.0% |
| Q2 2021 | $705,000 | -3.2% | 26,136 | -3.1% | 0.00% | -20.0% |
| Q1 2021 | $728,000 | +3.0% | 26,978 | +3.4% | 0.01% | 0.0% |
| Q4 2020 | $707,000 | -8.4% | 26,093 | -8.4% | 0.01% | -28.6% |
| Q3 2020 | $772,000 | +20.2% | 28,492 | +19.7% | 0.01% | +16.7% |
| Q2 2020 | $642,000 | +23.2% | 23,807 | +19.7% | 0.01% | -14.3% |
| Q1 2020 | $521,000 | +20.6% | 19,897 | +21.9% | 0.01% | +75.0% |
| Q4 2019 | $432,000 | +12.2% | 16,327 | +11.6% | 0.00% | -20.0% |
| Q3 2019 | $385,000 | +63.1% | 14,627 | +62.8% | 0.01% | +66.7% |
| Q2 2019 | $236,000 | – | 8,987 | – | 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% |