ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 80 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $366,000 | -1.9% | 14,351 | 0.0% | 0.17% | +3.6% |
| Q2 2022 | $373,000 | 0.0% | 14,351 | 0.0% | 0.17% | +7.8% |
| Q1 2022 | $373,000 | -3.1% | 14,351 | 0.0% | 0.15% | +11.6% |
| Q4 2021 | $385,000 | -0.5% | 14,351 | 0.0% | 0.14% | -15.9% |
| Q3 2021 | $387,000 | 0.0% | 14,351 | 0.0% | 0.16% | -20.4% |
| Q2 2021 | $387,000 | 0.0% | 14,351 | 0.0% | 0.21% | +12.0% |
| Q1 2021 | $387,000 | -0.5% | 14,351 | 0.0% | 0.18% | -8.9% |
| Q4 2020 | $389,000 | 0.0% | 14,351 | 0.0% | 0.20% | -8.2% |
| Q3 2020 | $389,000 | +0.5% | 14,351 | 0.0% | 0.22% | -5.2% |
| Q2 2020 | $387,000 | +3.2% | 14,351 | 0.0% | 0.23% | -11.8% |
| Q1 2020 | $375,000 | -1.1% | 14,351 | 0.0% | 0.26% | +4.0% |
| Q4 2019 | $379,000 | – | 14,351 | – | 0.25% | – |
Download | ||||||
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% |