ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 148 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $57 | -99.8% | 2,216 | +153.0% | 0.01% | +85.7% |
Q1 2022 | $23,000 | -4.2% | 876 | -3.3% | 0.01% | -12.5% |
Q4 2021 | $24,000 | +4.3% | 906 | +3.9% | 0.01% | -42.9% |
Q3 2021 | $23,000 | +27.8% | 872 | +33.7% | 0.01% | +16.7% |
Q2 2021 | $18,000 | +5.9% | 652 | +6.2% | 0.01% | -7.7% |
Q1 2021 | $17,000 | +112.5% | 614 | +106.7% | 0.01% | +116.7% |
Q4 2020 | $8,000 | 0.0% | 297 | +4.9% | 0.01% | -14.3% |
Q3 2020 | $8,000 | +100.0% | 283 | +114.4% | 0.01% | +133.3% |
Q2 2020 | $4,000 | 0.0% | 132 | -14.8% | 0.00% | -25.0% |
Q1 2020 | $4,000 | +100.0% | 155 | +121.4% | 0.00% | 0.0% |
Q3 2019 | $2,000 | -33.3% | 70 | -38.6% | 0.00% | -42.9% |
Q2 2019 | $3,000 | 0.0% | 114 | +4.6% | 0.01% | -50.0% |
Q1 2019 | $3,000 | – | 109 | – | 0.01% | – |
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% |