ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 133 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,475 | -99.6% | 172,980 | +277.6% | 0.18% | +182.8% |
| Q2 2022 | $1,191,000 | +57.5% | 45,807 | +62.4% | 0.06% | +220.0% |
| Q4 2021 | $756,000 | +195.3% | 28,206 | +197.2% | 0.02% | +100.0% |
| Q3 2021 | $256,000 | -64.5% | 9,489 | -64.5% | 0.01% | -72.2% |
| Q2 2021 | $721,000 | +80.2% | 26,703 | +80.2% | 0.04% | +12.5% |
| Q2 2020 | $400,000 | -60.6% | 14,820 | -61.4% | 0.03% | -62.8% |
| Q4 2019 | $1,014,000 | +83.4% | 38,358 | +82.2% | 0.09% | +138.9% |
| Q2 2019 | $553,000 | – | 21,053 | – | 0.04% | – |
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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% |