ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 108 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $404,051 | -0.3% | 15,728 | 0.0% | 0.16% | -8.8% |
| Q2 2023 | $405,153 | -0.4% | 15,728 | 0.0% | 0.17% | +10.4% |
| Q1 2023 | $406,884 | +0.5% | 15,728 | 0.0% | 0.15% | -16.3% |
| Q4 2022 | $404,996 | +1.0% | 15,728 | 0.0% | 0.18% | -3.7% |
| Q3 2022 | $401,000 | +13.6% | 15,728 | +15.8% | 0.19% | +40.4% |
| Q2 2022 | $353,000 | 0.0% | 13,581 | 0.0% | 0.14% | +3.8% |
| Q1 2022 | $353,000 | -3.0% | 13,581 | 0.0% | 0.13% | +4.8% |
| Q4 2021 | $364,000 | +36.8% | 13,581 | +37.6% | 0.12% | +56.2% |
| Q3 2021 | $266,000 | +22.6% | 9,867 | +23.1% | 0.08% | +17.6% |
| Q2 2021 | $217,000 | +8.5% | 8,016 | +4.9% | 0.07% | -51.8% |
| Q1 2020 | $200,000 | -1.0% | 7,645 | -99.0% | 0.14% | +13.7% |
| Q4 2019 | $202,000 | – | 764,500 | – | 0.12% | – |
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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% |