ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 155 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $376,005 | +0.2% | 14,636 | +0.5% | 0.04% | +2.9% |
| Q2 2023 | $375,138 | -20.0% | 14,562 | -19.6% | 0.03% | -22.7% |
| Q1 2023 | $468,752 | +5.5% | 18,119 | +5.0% | 0.04% | -4.3% |
| Q4 2022 | $444,496 | -99.9% | 17,262 | -7.0% | 0.05% | -11.5% |
| Q3 2022 | $473,467,000 | -2.8% | 18,563 | -0.9% | 0.05% | -3.7% |
| Q2 2022 | $486,894,000 | +119.1% | 18,726 | +119.1% | 0.05% | +157.1% |
| Q1 2022 | $222,197,000 | -64.8% | 8,547 | -63.7% | 0.02% | -64.4% |
| Q4 2021 | $630,999,000 | -15.0% | 23,531 | -10.8% | 0.06% | -15.7% |
| Q3 2021 | $742,263,000 | +5.4% | 26,389 | +1.2% | 0.07% | +2.9% |
| Q2 2021 | $703,910,000 | -0.4% | 26,079 | -1.7% | 0.07% | -5.6% |
| Q1 2021 | $706,817,000 | +2.8% | 26,535 | +4.8% | 0.07% | -7.7% |
| Q4 2020 | $687,248,000 | +1.0% | 25,321 | +0.8% | 0.08% | -9.3% |
| Q3 2020 | $680,449,000 | +876.0% | 25,113 | +845.9% | 0.09% | +855.6% |
| Q2 2019 | $69,721,000 | +84.1% | 2,655 | +82.0% | 0.01% | +80.0% |
| Q1 2019 | $37,875,000 | +51.3% | 1,459 | +45.9% | 0.01% | +66.7% |
| Q3 2018 | $25,029,000 | -0.7% | 1,000 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $25,200,000 | – | 1,000 | – | 0.00% | – |
Download | ||||||
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% |