ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 100 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,600,552 | +15.7% | 568,336 | +16.0% | 0.01% | +25.0% |
| Q2 2023 | $12,623,585 | +3.6% | 490,046 | +4.0% | 0.00% | -20.0% |
| Q1 2023 | $12,188,004 | +816.6% | 471,125 | +812.4% | 0.01% | +400.0% |
| Q4 2022 | $1,329,653 | -27.7% | 51,637 | -28.4% | 0.00% | 0.0% |
| Q3 2022 | $1,839,000 | +10.5% | 72,102 | +12.6% | 0.00% | 0.0% |
| Q2 2022 | $1,665,000 | -17.8% | 64,040 | -17.8% | 0.00% | 0.0% |
| Q1 2022 | $2,026,000 | -3.1% | 77,938 | -0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,091,000 | -31.5% | 77,966 | -31.2% | 0.00% | 0.0% |
| Q3 2021 | $3,054,000 | +2.5% | 113,359 | +2.7% | 0.00% | 0.0% |
| Q2 2021 | $2,980,000 | +518.3% | 110,417 | +520.8% | 0.00% | – |
| Q4 2020 | $482,000 | -75.2% | 17,787 | -75.2% | 0.00% | -100.0% |
| Q3 2020 | $1,941,000 | -16.0% | 71,630 | -16.4% | 0.00% | -50.0% |
| Q2 2020 | $2,311,000 | -78.8% | 85,645 | -79.4% | 0.00% | -81.8% |
| Q1 2020 | $10,892,000 | +437.3% | 416,360 | +443.2% | 0.01% | +266.7% |
| Q4 2019 | $2,027,000 | +33.5% | 76,649 | +32.6% | 0.00% | 0.0% |
| Q2 2019 | $1,518,000 | -65.2% | 57,804 | -65.6% | 0.00% | -57.1% |
| Q1 2019 | $4,360,000 | +398.9% | 167,952 | +384.2% | 0.01% | +250.0% |
| Q2 2018 | $874,000 | -22.4% | 34,687 | -22.7% | 0.00% | -33.3% |
| Q1 2018 | $1,126,000 | – | 44,858 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Virginia National Bank | 23,817 | $611,858 | 2.79% |
| Praetorian Wealth Management, Inc. | 208,812 | $5,364,380 | 1.70% |
| SONATA CAPITAL GROUP INC | 107,830 | $2,770 | 1.48% |
| Newman Dignan & Sheerar, Inc. | 148,687 | $3,819,775 | 1.25% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 108,612 | $2,790 | 1.20% |
| Covington Investment Advisors Inc. | 212,647 | $5,463 | 1.16% |
| Paradigm, Strategies in Wealth Management, LLC | 63,501 | $1,631,341 | 1.04% |
| Paradiem, LLC | 125,678 | $3,228,668 | 0.97% |
| 4J Wealth Management LLC | 36,030 | $925,607 | 0.92% |
| SENTINEL PENSION ADVISORS INC | 121,849 | $3,130,291 | 0.76% |