ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $360,996 | -42.9% | 14,052 | -42.7% | 0.07% | -40.0% |
| Q2 2023 | $631,919 | +76.6% | 24,512 | +77.2% | 0.12% | +60.0% |
| Q1 2023 | $357,782 | -0.9% | 13,830 | -1.4% | 0.08% | -9.6% |
| Q4 2022 | $361,195 | +26.3% | 14,027 | +25.3% | 0.08% | +12.2% |
| Q3 2022 | $286,000 | -9.5% | 11,198 | -7.8% | 0.07% | -6.3% |
| Q2 2022 | $316,000 | +0.3% | 12,148 | 0.0% | 0.08% | +12.9% |
| Q1 2022 | $315,000 | +19.8% | 12,148 | +24.1% | 0.07% | +16.7% |
| Q4 2021 | $263,000 | +0.8% | 9,790 | +1.1% | 0.06% | -3.2% |
| Q3 2021 | $261,000 | 0.0% | 9,685 | 0.0% | 0.06% | -4.6% |
| Q2 2021 | $261,000 | +16.0% | 9,685 | +16.7% | 0.06% | +25.0% |
| Q4 2020 | $225,000 | +5.1% | 8,298 | +5.0% | 0.05% | -8.8% |
| Q3 2020 | $214,000 | -6.1% | 7,904 | -6.6% | 0.06% | -16.2% |
| Q2 2020 | $228,000 | – | 8,465 | – | 0.07% | – |
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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% |