ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 134 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $899,064 | -3.2% | 34,646 | -3.2% | 0.39% | -9.0% |
| Q4 2023 | $928,527 | -1.5% | 35,809 | -2.5% | 0.43% | -12.2% |
| Q3 2023 | $943,106 | -18.4% | 36,711 | -18.1% | 0.49% | -13.3% |
| Q2 2023 | $1,155,207 | +20.1% | 44,845 | +20.6% | 0.57% | +9.7% |
| Q1 2023 | $962,054 | +9.0% | 37,188 | +8.5% | 0.52% | -5.3% |
| Q4 2022 | $882,736 | +53.0% | 34,281 | +51.6% | 0.54% | +38.3% |
| Q3 2022 | $577,000 | – | 22,619 | – | 0.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Virginia National Bank | 25,016 | $638,000 | 2.04% |
| Praetorian Wealth Management, Inc. | 198,462 | $5,061,000 | 1.90% |
| Salomon & Ludwin, LLC | 428,250 | $10,923,000 | 1.64% |
| SONATA CAPITAL GROUP INC | 109,365 | $2,789,000 | 1.54% |
| Paradigm, Strategies in Wealth Management, LLC | 45,601 | $1,163,000 | 1.06% |
| Gateway Advisory, LLC | 166,263 | $4,241,000 | 1.05% |
| 4J Wealth Management LLC | 30,548 | $779,000 | 1.00% |
| SENTINEL PENSION ADVISORS INC. | 108,656 | $2,771,000 | 0.97% |
| W.H. Cornerstone Investments Inc. | 29,068 | $744,000 | 0.78% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 382,679 | $9,760,000 | 0.77% |