ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 107 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $232,598 | -4.9% | 9,029 | -4.5% | 0.09% | -10.1% |
| Q1 2023 | $244,634 | +0.5% | 9,456 | +0.1% | 0.10% | -3.9% |
| Q4 2022 | $243,342 | -7.1% | 9,450 | -8.2% | 0.10% | -14.2% |
| Q3 2022 | $262,000 | +4.8% | 10,290 | +7.0% | 0.12% | +11.1% |
| Q2 2022 | $250,000 | +12.6% | 9,619 | +12.3% | 0.11% | +28.6% |
| Q1 2022 | $222,000 | -3.1% | 8,562 | +0.0% | 0.08% | +1.2% |
| Q4 2021 | $229,000 | +157.3% | 8,559 | +156.2% | 0.08% | +159.4% |
| Q3 2021 | $89,000 | – | 3,341 | – | 0.03% | – |
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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% |