ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 151 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $261,775 | +0.8% | 10,050 | +0.4% | 0.00% | 0.0% |
| Q1 2024 | $259,670 | +763635.3% | 10,006 | +654.0% | 0.00% | – |
| Q4 2022 | $34 | -99.9% | 1,327 | +0.5% | 0.00% | – |
| Q3 2022 | $33,000 | -88.5% | 1,320 | -88.1% | 0.00% | -100.0% |
| Q2 2022 | $287,000 | 0.0% | 11,067 | +0.2% | 0.00% | +100.0% |
| Q1 2022 | $287,000 | -4.3% | 11,041 | -1.6% | 0.00% | 0.0% |
| Q4 2021 | $300,000 | -0.3% | 11,224 | +0.3% | 0.00% | -50.0% |
| Q3 2021 | $301,000 | 0.0% | 11,193 | +0.2% | 0.00% | 0.0% |
| Q2 2021 | $301,000 | +0.7% | 11,171 | +0.8% | 0.00% | 0.0% |
| Q1 2021 | $299,000 | -15.3% | 11,084 | -14.9% | 0.00% | -33.3% |
| Q4 2020 | $353,000 | – | 13,032 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Virginia National Bank | 25,016 | $638,000 | 2.04% |
| Praetorian Wealth Management, Inc. | 198,462 | $5,061,000 | 1.90% |
| Salomon & Ludwin, LLC | 428,250 | $10,923,000 | 1.64% |
| SONATA CAPITAL GROUP INC | 109,365 | $2,789,000 | 1.54% |
| Paradigm, Strategies in Wealth Management, LLC | 45,601 | $1,163,000 | 1.06% |
| Gateway Advisory, LLC | 166,263 | $4,241,000 | 1.05% |
| 4J Wealth Management LLC | 30,548 | $779,000 | 1.00% |
| SENTINEL PENSION ADVISORS INC. | 108,656 | $2,771,000 | 0.97% |
| W.H. Cornerstone Investments Inc. | 29,068 | $744,000 | 0.78% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 382,679 | $9,760,000 | 0.77% |