ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 108 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,171,562 | -0.3% | 84,529 | +0.0% | 0.01% | -11.1% |
| Q2 2023 | $2,177,370 | -52.4% | 84,525 | -52.2% | 0.01% | -55.0% |
| Q1 2023 | $4,573,933 | +89.1% | 176,805 | +88.2% | 0.02% | +66.7% |
| Q4 2022 | $2,419,393 | -12.1% | 93,957 | -12.9% | 0.01% | -25.0% |
| Q3 2022 | $2,753,000 | +57.4% | 107,924 | +60.5% | 0.02% | +45.5% |
| Q2 2022 | $1,749,000 | +1043.1% | 67,263 | +1039.7% | 0.01% | +1000.0% |
| Q1 2022 | $153,000 | -13.1% | 5,902 | -10.3% | 0.00% | 0.0% |
| Q4 2021 | $176,000 | +3.5% | 6,577 | +4.4% | 0.00% | 0.0% |
| Q3 2021 | $170,000 | +3.0% | 6,300 | +3.1% | 0.00% | -50.0% |
| Q2 2021 | $165,000 | -7.3% | 6,111 | -7.1% | 0.00% | 0.0% |
| Q1 2021 | $178,000 | -1.7% | 6,580 | -1.4% | 0.00% | 0.0% |
| Q4 2020 | $181,000 | +19.1% | 6,674 | +18.9% | 0.00% | -33.3% |
| Q3 2020 | $152,000 | +17.8% | 5,615 | +17.5% | 0.00% | +50.0% |
| Q2 2020 | $129,000 | +76.7% | 4,778 | +71.1% | 0.00% | 0.0% |
| Q1 2020 | $73,000 | – | 2,792 | – | 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% |