ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 134 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,251,972 | -5.6% | 86,448 | -5.9% | 0.02% | -5.0% |
| Q1 2024 | $2,384,778 | +8.6% | 91,899 | +8.5% | 0.02% | +11.1% |
| Q4 2023 | $2,196,141 | -30.2% | 84,695 | -30.9% | 0.02% | -14.3% |
| Q3 2023 | $3,147,261 | -0.9% | 122,509 | -0.6% | 0.02% | +23.5% |
| Q2 2023 | $3,176,299 | -3.2% | 123,304 | -2.8% | 0.02% | -5.6% |
| Q1 2023 | $3,281,676 | -9.8% | 126,853 | -10.2% | 0.02% | -10.0% |
| Q4 2022 | $3,636,625 | -1.5% | 141,228 | -2.4% | 0.02% | -9.1% |
| Q3 2022 | $3,693,000 | -1.2% | 144,768 | +0.7% | 0.02% | +4.8% |
| Q2 2022 | $3,739,000 | -3.8% | 143,814 | -3.8% | 0.02% | +10.5% |
| Q1 2022 | $3,885,000 | -4.5% | 149,435 | -1.5% | 0.02% | 0.0% |
| Q4 2021 | $4,069,000 | -0.6% | 151,698 | -0.2% | 0.02% | -5.0% |
| Q3 2021 | $4,094,000 | +3.4% | 151,954 | +3.6% | 0.02% | 0.0% |
| Q2 2021 | $3,960,000 | -1.3% | 146,728 | -1.3% | 0.02% | -9.1% |
| Q1 2021 | $4,014,000 | -4.3% | 148,691 | -4.0% | 0.02% | -12.0% |
| Q4 2020 | $4,194,000 | -4.3% | 154,810 | -4.3% | 0.02% | -13.8% |
| Q3 2020 | $4,384,000 | – | 161,804 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Virginia National Bank | 25,016 | $638,000 | 2.04% |
| Praetorian Wealth Management, Inc. | 198,462 | $5,061,000 | 1.90% |
| Salomon & Ludwin, LLC | 428,250 | $10,923,000 | 1.64% |
| SONATA CAPITAL GROUP INC | 109,365 | $2,789,000 | 1.54% |
| Paradigm, Strategies in Wealth Management, LLC | 45,601 | $1,163,000 | 1.06% |
| Gateway Advisory, LLC | 166,263 | $4,241,000 | 1.05% |
| 4J Wealth Management LLC | 30,548 | $779,000 | 1.00% |
| SENTINEL PENSION ADVISORS INC. | 108,656 | $2,771,000 | 0.97% |
| W.H. Cornerstone Investments Inc. | 29,068 | $744,000 | 0.78% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 382,679 | $9,760,000 | 0.77% |