ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 107 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,080,264 | -0.3% | 42,050 | 0.0% | 0.04% | +5.6% |
| Q2 2023 | $1,083,208 | -0.4% | 42,050 | 0.0% | 0.04% | -5.3% |
| Q1 2023 | $1,087,834 | +0.5% | 42,050 | 0.0% | 0.04% | -2.6% |
| Q4 2022 | $1,082,787 | +1.0% | 42,050 | 0.0% | 0.04% | -2.5% |
| Q3 2022 | $1,072,000 | -1.9% | 42,050 | 0.0% | 0.04% | -2.4% |
| Q2 2022 | $1,093,000 | 0.0% | 42,050 | 0.0% | 0.04% | +17.1% |
| Q1 2022 | $1,093,000 | -3.1% | 42,050 | 0.0% | 0.04% | +2.9% |
| Q4 2021 | $1,128,000 | -0.4% | 42,050 | 0.0% | 0.03% | -5.6% |
| Q3 2021 | $1,133,000 | -0.2% | 42,050 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $1,135,000 | 0.0% | 42,050 | 0.0% | 0.04% | -5.3% |
| Q1 2021 | $1,135,000 | -0.4% | 42,050 | 0.0% | 0.04% | -7.3% |
| Q4 2020 | $1,139,000 | 0.0% | 42,050 | 0.0% | 0.04% | -12.8% |
| Q3 2020 | $1,139,000 | +0.4% | 42,050 | 0.0% | 0.05% | -6.0% |
| Q2 2020 | $1,135,000 | +3.2% | 42,050 | 0.0% | 0.05% | -39.8% |
| Q1 2020 | $1,100,000 | -1.1% | 42,050 | 0.0% | 0.08% | +31.7% |
| Q4 2019 | $1,112,000 | +0.5% | 42,050 | 0.0% | 0.06% | -3.1% |
| Q3 2019 | $1,107,000 | +36.8% | 42,050 | +36.4% | 0.06% | +35.4% |
| Q2 2019 | $809,000 | +302.5% | 30,821 | +297.8% | 0.05% | +300.0% |
| Q1 2019 | $201,000 | – | 7,748 | – | 0.01% | – |
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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% |