ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 108 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,001,798 | +13.1% | 38,996 | +13.4% | 0.02% | +16.7% |
Q2 2023 | $886,055 | +27.0% | 34,397 | +27.5% | 0.02% | +20.0% |
Q1 2023 | $697,805 | -1.0% | 26,974 | -1.5% | 0.02% | -6.2% |
Q4 2022 | $705,189 | +3.1% | 27,386 | +2.1% | 0.02% | +14.3% |
Q3 2022 | $684,000 | -6.6% | 26,817 | -4.7% | 0.01% | 0.0% |
Q2 2022 | $732,000 | -21.5% | 28,143 | -21.5% | 0.01% | -12.5% |
Q1 2022 | $932,000 | -0.7% | 35,867 | +2.4% | 0.02% | 0.0% |
Q4 2021 | $939,000 | +3.0% | 35,031 | +3.5% | 0.02% | -5.9% |
Q3 2021 | $912,000 | -11.3% | 33,836 | -11.1% | 0.02% | -10.5% |
Q2 2021 | $1,028,000 | +13.7% | 38,071 | +13.6% | 0.02% | +11.8% |
Q1 2021 | $904,000 | +8.0% | 33,504 | +8.4% | 0.02% | 0.0% |
Q4 2020 | $837,000 | +14.2% | 30,897 | +14.3% | 0.02% | 0.0% |
Q3 2020 | $733,000 | +71.7% | 27,042 | +70.9% | 0.02% | +70.0% |
Q2 2020 | $427,000 | +64.9% | 15,824 | +59.8% | 0.01% | +42.9% |
Q1 2020 | $259,000 | +27.0% | 9,903 | +28.0% | 0.01% | +75.0% |
Q4 2019 | $204,000 | – | 7,734 | – | 0.00% | – |
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% |