ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 148 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,064,250 | -7.8% | 119,278 | -7.5% | 0.34% | -4.5% |
| Q2 2023 | $3,323,455 | -2.5% | 129,016 | -2.1% | 0.35% | -9.3% |
| Q1 2023 | $3,409,269 | +3.0% | 131,785 | +2.5% | 0.39% | -0.8% |
| Q4 2022 | $3,309,927 | +2.0% | 128,541 | +1.1% | 0.39% | -6.2% |
| Q3 2022 | $3,244,000 | +0.4% | 127,175 | +2.3% | 0.42% | +6.6% |
| Q2 2022 | $3,232,000 | +19.9% | 124,306 | +19.9% | 0.39% | +34.7% |
| Q1 2022 | $2,695,000 | +1.3% | 103,661 | +4.5% | 0.29% | -1.0% |
| Q4 2021 | $2,660,000 | +3.8% | 99,187 | +4.3% | 0.29% | -5.8% |
| Q3 2021 | $2,563,000 | -50.1% | 95,128 | -50.0% | 0.31% | -4.0% |
| Q2 2021 | $5,134,000 | +100.3% | 190,218 | +100.3% | 0.32% | -4.1% |
| Q1 2021 | $2,563,000 | +3.2% | 94,961 | +3.6% | 0.34% | -9.8% |
| Q4 2020 | $2,483,000 | +16.1% | 91,653 | +16.2% | 0.38% | -2.1% |
| Q3 2020 | $2,138,000 | +3.1% | 78,895 | +2.7% | 0.38% | 0.0% |
| Q2 2020 | $2,073,000 | +4.4% | 76,816 | +1.2% | 0.38% | -8.4% |
| Q1 2020 | $1,985,000 | +10.5% | 75,888 | +11.7% | 0.42% | +43.0% |
| Q4 2019 | $1,796,000 | +30.1% | 67,931 | +29.5% | 0.29% | +23.1% |
| Q3 2019 | $1,381,000 | +113.8% | 52,464 | +113.1% | 0.24% | +107.0% |
| Q2 2019 | $646,000 | +42.9% | 24,618 | +41.4% | 0.12% | +36.9% |
| Q1 2019 | $452,000 | +84.5% | 17,416 | +80.7% | 0.08% | +47.4% |
| Q4 2018 | $245,000 | – | 9,640 | – | 0.06% | – |
Download | ||||||
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% |