ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 155 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $728,364 | +1.0% | 28,286 | – | 0.27% | -1.8% |
| Q3 2022 | $721,000 | -1.9% | 0 | -100.0% | 0.28% | +13.5% |
| Q2 2022 | $735,000 | 0.0% | 28,286 | 0.0% | 0.24% | +9.4% |
| Q1 2022 | $735,000 | -12.0% | 28,286 | -9.2% | 0.22% | -7.5% |
| Q4 2021 | $835,000 | -9.1% | 31,138 | -8.8% | 0.24% | -14.2% |
| Q3 2021 | $919,000 | -0.2% | 34,128 | 0.0% | 0.28% | +1.4% |
| Q2 2021 | $921,000 | -0.4% | 34,128 | 0.0% | 0.28% | -10.6% |
| Q4 2020 | $925,000 | +8.6% | 34,128 | +8.5% | 0.31% | -3.7% |
| Q3 2020 | $852,000 | +10.4% | 31,448 | +10.0% | 0.32% | +3.9% |
| Q2 2020 | $772,000 | +3.2% | 28,596 | 0.0% | 0.31% | -3.1% |
| Q1 2020 | $748,000 | -1.1% | 28,596 | 0.0% | 0.32% | +32.2% |
| Q4 2019 | $756,000 | +0.4% | 28,596 | 0.0% | 0.24% | -2.8% |
| Q3 2019 | $753,000 | +0.3% | 28,596 | 0.0% | 0.25% | -5.0% |
| Q2 2019 | $751,000 | +3.2% | 28,596 | 0.0% | 0.26% | +4.0% |
| Q4 2018 | $728,000 | – | 28,596 | – | 0.25% | – |
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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% |