ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,631,341 | -0.6% | 63,501 | -0.3% | 1.04% | -6.3% |
| Q2 2023 | $1,641,118 | +3.2% | 63,708 | +3.7% | 1.11% | -11.3% |
| Q1 2023 | $1,589,944 | +0.5% | 61,459 | 0.0% | 1.25% | -11.2% |
| Q4 2022 | $1,582,569 | +36.1% | 61,459 | +34.8% | 1.41% | +32.7% |
| Q3 2022 | $1,163,000 | +12.6% | 45,601 | +14.8% | 1.06% | -5.7% |
| Q2 2022 | $1,033,000 | 0.0% | 39,724 | 0.0% | 1.12% | +4.2% |
| Q1 2022 | $1,033,000 | -3.0% | 39,724 | 0.0% | 1.08% | +0.1% |
| Q4 2021 | $1,065,000 | +2.4% | 39,724 | +2.9% | 1.08% | +9.9% |
| Q3 2021 | $1,040,000 | +3.8% | 38,608 | +4.0% | 0.98% | +9.0% |
| Q2 2021 | $1,002,000 | +55.3% | 37,128 | +55.3% | 0.90% | +44.6% |
| Q1 2021 | $645,000 | – | 23,903 | – | 0.62% | – |
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% |