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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,096,755 | +0.2% | 42,297 | -0.7% | 0.03% | -6.7% |
| Q3 2023 | $1,094,654 | +26.9% | 42,610 | +27.3% | 0.03% | +15.4% |
| Q2 2023 | $862,557 | +16.3% | 33,484 | +16.8% | 0.03% | +18.2% |
| Q1 2023 | $741,903 | +122326.2% | 28,678 | +22.0% | 0.02% | +22.2% |
| Q4 2022 | $606 | -99.8% | 23,516 | +100.6% | 0.02% | +80.0% |
| Q3 2022 | $299,000 | +1.4% | 11,721 | +3.4% | 0.01% | 0.0% |
| Q2 2022 | $295,000 | +5.4% | 11,336 | +5.1% | 0.01% | +11.1% |
| Q1 2022 | $280,000 | +16.2% | 10,782 | +20.2% | 0.01% | +28.6% |
| Q4 2021 | $241,000 | +15.9% | 8,970 | +15.9% | 0.01% | 0.0% |
| Q3 2021 | $208,000 | – | 7,737 | – | 0.01% | – |
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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% |