ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 40 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,234 | -5.4% | 277,777 | -5.7% | 1.16% | -11.4% |
| Q1 2024 | $7,647 | +5.8% | 294,667 | +5.3% | 1.31% | -6.1% |
| Q4 2023 | $7,226 | +32.3% | 279,827 | +31.6% | 1.40% | +20.0% |
| Q3 2023 | $5,463 | +11.7% | 212,647 | +11.8% | 1.16% | +15.5% |
| Q2 2023 | $4,890 | +2.8% | 190,202 | +3.4% | 1.01% | -5.6% |
| Q1 2023 | $4,757 | +53.6% | 183,872 | +52.9% | 1.07% | +44.0% |
| Q4 2022 | $3,097 | -99.8% | 120,272 | +51.4% | 0.74% | +41.1% |
| Q3 2022 | $2,027,000 | +10.8% | 79,457 | +12.9% | 0.52% | +13.6% |
| Q2 2022 | $1,829,000 | +0.5% | 70,357 | +0.5% | 0.46% | +21.3% |
| Q1 2022 | $1,820,000 | +52.0% | 70,007 | +56.9% | 0.38% | +56.1% |
| Q4 2021 | $1,197,000 | +5.8% | 44,627 | +6.3% | 0.24% | +0.4% |
| Q3 2021 | $1,131,000 | +0.5% | 41,985 | +0.7% | 0.24% | -1.6% |
| Q2 2021 | $1,125,000 | +1.4% | 41,688 | +1.5% | 0.25% | -7.8% |
| Q1 2021 | $1,109,000 | +9.7% | 41,068 | +10.0% | 0.27% | +2.7% |
| Q4 2020 | $1,011,000 | -0.3% | 37,323 | -0.3% | 0.26% | -10.3% |
| Q3 2020 | $1,014,000 | +1.9% | 37,423 | +1.5% | 0.29% | -4.9% |
| Q2 2020 | $995,000 | +5.7% | 36,883 | +2.6% | 0.31% | -14.5% |
| Q1 2020 | $941,000 | -2.1% | 35,953 | -1.0% | 0.36% | +20.9% |
| Q4 2019 | $961,000 | +25.0% | 36,333 | +24.4% | 0.30% | +13.4% |
| Q3 2019 | $769,000 | +0.3% | 29,205 | 0.0% | 0.26% | +4.4% |
| Q2 2019 | $767,000 | +4.9% | 29,205 | +3.8% | 0.25% | +1.2% |
| Q1 2019 | $731,000 | +19.6% | 28,140 | +17.2% | 0.25% | +6.5% |
| Q4 2018 | $611,000 | – | 24,010 | – | 0.23% | – |
Download | ||||||
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% |