ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 107 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $202,505 | -16.1% | 7,882 | -15.9% | 0.02% | -16.0% |
| Q2 2023 | $241,329 | -0.1% | 9,368 | +0.3% | 0.02% | -7.4% |
| Q1 2023 | $241,522 | +0.7% | 9,336 | +0.2% | 0.03% | -6.9% |
| Q4 2022 | $239,822 | +1.6% | 9,313 | +3846.2% | 0.03% | -12.1% |
| Q3 2022 | $236,000 | -1.7% | 236 | -97.4% | 0.03% | +3.1% |
| Q2 2022 | $240,000 | -62.0% | 9,254 | -61.9% | 0.03% | -52.9% |
| Q1 2022 | $631,000 | -2.9% | 24,280 | +0.1% | 0.07% | +4.6% |
| Q4 2021 | $650,000 | -0.2% | 24,252 | +0.3% | 0.06% | -9.7% |
| Q3 2021 | $651,000 | -0.6% | 24,189 | -0.4% | 0.07% | 0.0% |
| Q2 2021 | $655,000 | 0.0% | 24,278 | -0.1% | 0.07% | -6.5% |
| Q1 2021 | $655,000 | -0.9% | 24,293 | -0.6% | 0.08% | -4.9% |
| Q4 2020 | $661,000 | -2.1% | 24,428 | -2.0% | 0.08% | -12.9% |
| Q3 2020 | $675,000 | +0.7% | 24,915 | +0.3% | 0.09% | -7.9% |
| Q2 2020 | $670,000 | +3.6% | 24,842 | +0.3% | 0.10% | -12.2% |
| Q1 2020 | $647,000 | -0.9% | 24,763 | +0.2% | 0.12% | +29.2% |
| Q4 2019 | $653,000 | +32.5% | 24,708 | +31.6% | 0.09% | +18.7% |
| Q3 2019 | $493,000 | – | 18,770 | – | 0.08% | – |
Download | ||||||
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% |