ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 148 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,434,144 | +50.6% | 55,825 | +51.0% | 0.63% | +55.0% |
| Q2 2023 | $952,218 | +110.5% | 36,965 | +111.4% | 0.41% | +92.0% |
| Q1 2023 | $452,259 | +15.6% | 17,482 | +15.1% | 0.21% | +9.8% |
| Q4 2022 | $391,168 | +10.8% | 15,191 | +9.9% | 0.19% | -2.0% |
| Q3 2022 | $353,000 | +47.7% | 13,826 | +50.4% | 0.20% | +56.3% |
| Q2 2022 | $239,000 | +14.4% | 9,194 | +14.5% | 0.13% | +24.8% |
| Q1 2022 | $209,000 | +2.5% | 8,029 | +5.5% | 0.10% | +6.3% |
| Q4 2021 | $204,000 | – | 7,613 | – | 0.10% | – |
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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% |