ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 150 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $870,147 | -9.3% | 33,871 | -9.1% | 0.10% | -4.7% |
Q2 2023 | $959,830 | -23.3% | 37,260 | -23.0% | 0.11% | -26.7% |
Q1 2023 | $1,251,934 | -18.3% | 48,393 | -18.7% | 0.15% | -23.6% |
Q4 2022 | $1,532,462 | -21.5% | 59,513 | -22.3% | 0.19% | -27.9% |
Q3 2022 | $1,953,000 | -9.6% | 76,597 | -7.8% | 0.26% | -4.3% |
Q2 2022 | $2,161,000 | +18.7% | 83,120 | +18.6% | 0.28% | +33.2% |
Q1 2022 | $1,821,000 | +1.4% | 70,056 | +6.5% | 0.21% | +6.1% |
Q4 2021 | $1,795,000 | +34.2% | 65,804 | +32.4% | 0.20% | +26.5% |
Q3 2021 | $1,338,000 | -4.9% | 49,703 | -4.7% | 0.16% | -5.5% |
Q2 2021 | $1,407,000 | +18.3% | 52,162 | +18.4% | 0.16% | -6.3% |
Q1 2021 | $1,189,000 | -3.0% | 44,070 | -2.6% | 0.18% | -6.4% |
Q4 2020 | $1,226,000 | -0.6% | 45,266 | -0.5% | 0.19% | -9.2% |
Q3 2020 | $1,233,000 | +123.8% | 45,516 | +122.7% | 0.21% | +110.2% |
Q2 2020 | $551,000 | +38.4% | 20,437 | +34.2% | 0.10% | +19.5% |
Q1 2020 | $398,000 | +25.6% | 15,232 | +26.9% | 0.08% | +41.4% |
Q4 2019 | $317,000 | – | 12,005 | – | 0.06% | – |
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% |