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 | $4,148,784 | +4.8% | 161,494 | +5.1% | 0.01% | +14.3% |
| Q2 2023 | $3,959,930 | -32.6% | 153,724 | -32.3% | 0.01% | -36.4% |
| Q1 2023 | $5,877,379 | +28.3% | 227,189 | +27.7% | 0.01% | +22.2% |
| Q4 2022 | $4,579,406 | -0.0% | 177,841 | -1.0% | 0.01% | -10.0% |
| Q3 2022 | $4,581,000 | +16.6% | 179,620 | +18.9% | 0.01% | +11.1% |
| Q2 2022 | $3,929,000 | -1.5% | 151,104 | -1.5% | 0.01% | +12.5% |
| Q1 2022 | $3,989,000 | -4.2% | 153,466 | -1.1% | 0.01% | 0.0% |
| Q4 2021 | $4,163,000 | -2.9% | 155,241 | -2.4% | 0.01% | -11.1% |
| Q3 2021 | $4,287,000 | +5.3% | 159,124 | +5.5% | 0.01% | +12.5% |
| Q2 2021 | $4,070,000 | +8.9% | 150,792 | +8.9% | 0.01% | 0.0% |
| Q1 2021 | $3,737,000 | +0.0% | 138,418 | +0.4% | 0.01% | -11.1% |
| Q4 2020 | $3,736,000 | +14.1% | 137,900 | +14.1% | 0.01% | 0.0% |
| Q3 2020 | $3,275,000 | +1.5% | 120,862 | +1.1% | 0.01% | -10.0% |
| Q2 2020 | $3,226,000 | -10.1% | 119,537 | -12.9% | 0.01% | -37.5% |
| Q1 2020 | $3,589,000 | +23.4% | 137,190 | +24.7% | 0.02% | +77.8% |
| Q4 2019 | $2,908,000 | +7.6% | 109,977 | +7.1% | 0.01% | -10.0% |
| Q3 2019 | $2,703,000 | +287.2% | 102,710 | +286.5% | 0.01% | +233.3% |
| Q2 2019 | $698,000 | -7.1% | 26,577 | -8.1% | 0.00% | 0.0% |
| Q1 2019 | $751,000 | +34.1% | 28,930 | +31.5% | 0.00% | 0.0% |
| Q4 2018 | $560,000 | +49.3% | 22,000 | +46.7% | 0.00% | +50.0% |
| Q3 2018 | $375,000 | – | 15,000 | – | 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% |