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 | $2,661,139 | +14.4% | 103,584 | +14.7% | 0.00% | 0.0% |
| Q2 2023 | $2,325,392 | +0.4% | 90,270 | +0.9% | 0.00% | 0.0% |
| Q1 2023 | $2,315,564 | +11.7% | 89,507 | +11.1% | 0.00% | 0.0% |
| Q4 2022 | $2,073,751 | +123.5% | 80,538 | +121.1% | 0.00% | +100.0% |
| Q3 2022 | $928,000 | +3.5% | 36,420 | +5.4% | 0.00% | 0.0% |
| Q2 2022 | $897,000 | +100.7% | 34,561 | +98.7% | 0.00% | +100.0% |
| Q1 2022 | $447,000 | +15.2% | 17,394 | +20.0% | 0.00% | 0.0% |
| Q4 2021 | $388,000 | +4.9% | 14,498 | +5.4% | 0.00% | 0.0% |
| Q3 2021 | $370,000 | +3.9% | 13,758 | +4.5% | 0.00% | 0.0% |
| Q2 2021 | $356,000 | +11.6% | 13,163 | +11.6% | 0.00% | 0.0% |
| Q1 2021 | $319,000 | +9.6% | 11,797 | +9.4% | 0.00% | 0.0% |
| Q4 2020 | $291,000 | +4.7% | 10,780 | +5.0% | 0.00% | 0.0% |
| Q3 2020 | $278,000 | +22.5% | 10,267 | +21.7% | 0.00% | 0.0% |
| Q2 2020 | $227,000 | +3.2% | 8,436 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $220,000 | – | 8,436 | – | 0.00% | – |
Download | ||||||
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% |