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 | $1,213,596 | +6.3% | 47,240 | +6.6% | 0.15% | +0.7% |
| Q2 2023 | $1,141,657 | -2.4% | 44,319 | -2.0% | 0.15% | -6.8% |
| Q1 2023 | $1,170,126 | +85.9% | 45,231 | +85.0% | 0.16% | +21.1% |
| Q4 2022 | $629,588 | +7.1% | 24,450 | +6.1% | 0.13% | +0.8% |
| Q3 2022 | $588,000 | -8.0% | 23,037 | -6.2% | 0.13% | -1.5% |
| Q2 2022 | $639,000 | +26.8% | 24,567 | +26.8% | 0.13% | +39.6% |
| Q1 2022 | $504,000 | +22.9% | 19,370 | +26.8% | 0.10% | +24.7% |
| Q4 2021 | $410,000 | +20.9% | 15,281 | +21.3% | 0.08% | +8.5% |
| Q3 2021 | $339,000 | – | 12,600 | – | 0.07% | – |
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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% |