ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 152 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $611,858 | -0.3% | 23,817 | 0.0% | 2.79% | +31.8% |
| Q2 2023 | $613,525 | -0.4% | 23,817 | 0.0% | 2.12% | -2.3% |
| Q1 2023 | $616,145 | +3.6% | 23,817 | +3.1% | 2.17% | -1.2% |
| Q4 2022 | $594,902 | -6.8% | 23,103 | -7.6% | 2.19% | +7.7% |
| Q3 2022 | $638,000 | -35.7% | 25,016 | -34.4% | 2.04% | +31.1% |
| Q2 2022 | $992,000 | 0.0% | 38,144 | 0.0% | 1.55% | +37.0% |
| Q1 2022 | $992,000 | – | 38,144 | – | 1.13% | – |
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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% |