ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 96 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |