ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 150 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $448,006 | +22.4% | 17,278 | +21.3% | 0.36% | 0.0% |
| Q3 2023 | $366,029 | -3.7% | 14,248 | -3.5% | 0.36% | -5.8% |
| Q2 2023 | $380,259 | -2.9% | 14,762 | -2.5% | 0.38% | -16.1% |
| Q1 2023 | $391,539 | -8.1% | 15,135 | -8.6% | 0.45% | -12.2% |
| Q4 2022 | $426,200 | +44.0% | 16,551 | +42.4% | 0.52% | +36.9% |
| Q3 2022 | $296,000 | -22.1% | 11,624 | -20.4% | 0.38% | -12.7% |
| Q2 2022 | $380,000 | -2.8% | 14,611 | -2.9% | 0.43% | +15.2% |
| Q1 2022 | $391,000 | 0.0% | 15,054 | +3.4% | 0.38% | +5.0% |
| Q4 2021 | $391,000 | – | 14,565 | – | 0.36% | – |
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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% |