ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 133 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,130,291 | +1.0% | 121,849 | +1.3% | 0.76% | +1.6% |
| Q2 2023 | $3,098,700 | -0.7% | 120,291 | -0.2% | 0.75% | -4.9% |
| Q1 2023 | $3,119,072 | +2.4% | 120,567 | +1.9% | 0.79% | -17.3% |
| Q4 2022 | $3,045,605 | +9.9% | 118,276 | +8.9% | 0.96% | -1.1% |
| Q3 2022 | $2,771,000 | -0.6% | 108,656 | +1.3% | 0.97% | +3.1% |
| Q2 2022 | $2,788,000 | +10.5% | 107,231 | +10.5% | 0.94% | +9.6% |
| Q1 2022 | $2,522,000 | -2.7% | 97,019 | +0.4% | 0.86% | +4.8% |
| Q4 2021 | $2,591,000 | +33.4% | 96,629 | +33.9% | 0.82% | +23.4% |
| Q3 2021 | $1,943,000 | +1.0% | 72,141 | +1.2% | 0.66% | -1.9% |
| Q2 2021 | $1,924,000 | +0.6% | 71,303 | +0.7% | 0.67% | -4.0% |
| Q1 2021 | $1,913,000 | -0.2% | 70,813 | +0.1% | 0.70% | +0.1% |
| Q4 2020 | $1,916,000 | -7.1% | 70,734 | -7.1% | 0.70% | -12.0% |
| Q3 2020 | $2,062,000 | +11.8% | 76,120 | +11.3% | 0.80% | +3.4% |
| Q2 2020 | $1,845,000 | +9.4% | 68,389 | +6.1% | 0.77% | -6.0% |
| Q1 2020 | $1,686,000 | +3.8% | 64,455 | +4.9% | 0.82% | -22.3% |
| Q4 2019 | $1,625,000 | – | 61,448 | – | 1.06% | – |
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% |