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 | $1,185,344 | -57.6% | 46,141 | -58.0% | 0.05% | -13.1% |
| Q2 2023 | $2,797,663 | +93.1% | 109,926 | +90.7% | 0.06% | -3.2% |
| Q1 2023 | $1,449,126 | +89352.2% | 57,642 | -10.5% | 0.06% | +46.5% |
| Q4 2022 | $1,620 | -99.7% | 64,401 | +214.2% | 0.04% | +230.8% |
| Q3 2022 | $517,000 | +163.8% | 20,495 | +163.2% | 0.01% | +116.7% |
| Q2 2022 | $196,000 | -32.6% | 7,788 | -32.7% | 0.01% | +50.0% |
| Q1 2022 | $291,000 | – | 11,576 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2020 | $103,000 | 0.0% | 3,788 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $103,000 | – | 3,788 | – | 0.01% | – |
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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% |