ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 106 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $72 | +1.4% | 2,774 | +0.5% | 0.01% | 0.0% |
| Q3 2023 | $71 | +29.1% | 2,761 | +28.3% | 0.01% | +33.3% |
| Q2 2023 | $55 | 0.0% | 2,152 | +0.4% | 0.01% | -14.3% |
| Q1 2023 | $55 | 0.0% | 2,143 | +0.3% | 0.01% | -12.5% |
| Q4 2022 | $55 | -100.0% | 2,137 | -90.0% | 0.01% | -90.2% |
| Q3 2022 | $545,000 | -2.0% | 21,372 | +0.0% | 0.08% | +1.2% |
| Q2 2022 | $556,000 | +910.9% | 21,366 | +909.7% | 0.08% | +1057.1% |
| Q1 2022 | $55,000 | +19.6% | 2,116 | +23.5% | 0.01% | +16.7% |
| Q4 2021 | $46,000 | 0.0% | 1,713 | +0.2% | 0.01% | -14.3% |
| Q3 2021 | $46,000 | 0.0% | 1,709 | +0.2% | 0.01% | 0.0% |
| Q2 2021 | $46,000 | 0.0% | 1,705 | +0.2% | 0.01% | -12.5% |
| Q1 2021 | $46,000 | 0.0% | 1,701 | +0.1% | 0.01% | -11.1% |
| Q4 2020 | $46,000 | – | 1,700 | – | 0.01% | – |
Download | ||||||
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% |