ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 150 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $756,042 | -3.1% | 29,429 | -2.8% | 0.02% | -4.8% |
| Q2 2023 | $779,946 | -5.8% | 30,277 | -5.4% | 0.02% | -8.7% |
| Q1 2023 | $827,793 | +0.5% | 31,998 | +0.0% | 0.02% | -8.0% |
| Q4 2022 | $823,561 | +117.3% | 31,983 | +115.2% | 0.02% | +92.3% |
| Q3 2022 | $379,000 | -1.8% | 14,863 | +0.3% | 0.01% | 0.0% |
| Q2 2022 | $386,000 | +0.3% | 14,825 | +0.1% | 0.01% | +18.2% |
| Q1 2022 | $385,000 | -3.0% | 14,813 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $397,000 | +181.6% | 14,803 | +183.0% | 0.01% | +175.0% |
| Q2 2021 | $141,000 | +2250.0% | 5,231 | +2194.3% | 0.00% | – |
| Q4 2020 | $6,000 | -88.5% | 228 | -88.0% | 0.00% | -100.0% |
| Q3 2020 | $52,000 | +4.0% | 1,905 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $50,000 | 0.0% | 1,905 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $50,000 | – | 1,905 | – | 0.00% | – |
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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% |