ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 45 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $448,000 | -20.3% | 17,233 | -20.3% | 0.03% | -11.1% |
| Q1 2022 | $562,000 | +6.4% | 21,612 | +9.8% | 0.04% | +5.9% |
| Q4 2021 | $528,000 | -0.4% | 19,684 | 0.0% | 0.03% | -10.5% |
| Q3 2021 | $530,000 | +6.2% | 19,684 | +6.4% | 0.04% | +2.7% |
| Q2 2021 | $499,000 | -3.1% | 18,505 | -2.9% | 0.04% | -9.8% |
| Q1 2021 | $515,000 | -8.8% | 19,066 | -8.6% | 0.04% | -18.0% |
| Q4 2020 | $565,000 | -16.2% | 20,867 | -16.1% | 0.05% | -28.6% |
| Q3 2020 | $674,000 | +1.0% | 24,864 | +0.5% | 0.07% | -6.7% |
| Q2 2020 | $667,000 | +0.5% | 24,734 | -2.5% | 0.08% | -17.6% |
| Q1 2020 | $664,000 | +4.4% | 25,378 | +5.5% | 0.09% | +19.7% |
| Q4 2019 | $636,000 | -2.2% | 24,055 | -2.5% | 0.08% | -13.6% |
| Q3 2019 | $650,000 | +30.3% | 24,683 | +29.8% | 0.09% | +22.2% |
| Q2 2019 | $499,000 | +17.1% | 19,017 | +15.8% | 0.07% | +5.9% |
| Q1 2019 | $426,000 | – | 16,425 | – | 0.07% | – |
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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% |