ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 133 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $756,442 | -11.3% | 29,445 | -11.0% | 0.04% | -7.3% |
Q2 2023 | $852,656 | +21.6% | 33,100 | +22.1% | 0.04% | -4.7% |
Q1 2023 | $701,077 | +0.5% | 27,100 | 0.0% | 0.04% | -14.0% |
Q4 2022 | $697,825 | -43.5% | 27,100 | -44.0% | 0.05% | -51.0% |
Q3 2022 | $1,234,000 | -4.7% | 48,400 | -2.8% | 0.10% | -5.6% |
Q2 2022 | $1,295,000 | 0.0% | 49,800 | 0.0% | 0.11% | +17.4% |
Q1 2022 | $1,295,000 | -3.0% | 49,800 | 0.0% | 0.09% | -8.0% |
Q4 2021 | $1,335,000 | +5.9% | 49,800 | +6.4% | 0.10% | -42.2% |
Q3 2021 | $1,261,000 | – | 46,800 | – | 0.17% | – |
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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% |