ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 69 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $922 | -36.0% | 35,888 | -35.8% | 0.00% | -42.9% |
| Q2 2023 | $1,440 | -21.8% | 55,906 | -21.5% | 0.01% | -22.2% |
| Q1 2023 | $1,842 | +21.6% | 71,198 | +21.0% | 0.01% | +12.5% |
| Q4 2022 | $1,515 | -99.7% | 58,846 | +169.6% | 0.01% | +166.7% |
| Q3 2022 | $557,000 | +109.4% | 21,824 | +113.7% | 0.00% | +200.0% |
| Q2 2022 | $266,000 | +26.7% | 10,214 | +31.1% | 0.00% | 0.0% |
| Q2 2021 | $210,000 | -73.8% | 7,793 | -73.7% | 0.00% | -80.0% |
| Q4 2020 | $802,000 | -0.2% | 29,587 | -0.2% | 0.01% | 0.0% |
| Q3 2020 | $804,000 | +45.9% | 29,661 | +45.3% | 0.01% | +25.0% |
| Q2 2020 | $551,000 | +6.0% | 20,420 | +2.8% | 0.00% | -20.0% |
| Q1 2020 | $520,000 | -6.0% | 19,865 | -5.0% | 0.01% | +25.0% |
| Q4 2019 | $553,000 | +1.3% | 20,901 | +0.7% | 0.00% | -20.0% |
| Q3 2019 | $546,000 | +115.8% | 20,751 | +108.7% | 0.01% | +66.7% |
| Q4 2018 | $253,000 | +1.6% | 9,945 | 0.0% | 0.00% | +50.0% |
| Q3 2018 | $249,000 | – | 9,945 | – | 0.00% | – |
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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% |