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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,992,290 | -0.8% | 661,436 | -0.5% | 0.03% | 0.0% |
| Q2 2023 | $17,127,721 | -0.9% | 664,896 | -0.5% | 0.03% | -3.4% |
| Q1 2023 | $17,283,618 | -8.8% | 668,095 | -9.2% | 0.03% | -14.7% |
| Q4 2022 | $18,955,734 | +25.0% | 736,145 | +23.8% | 0.03% | +9.7% |
| Q3 2022 | $15,168,000 | +21.8% | 594,659 | +24.1% | 0.03% | +29.2% |
| Q2 2022 | $12,457,000 | +32.6% | 479,121 | +32.6% | 0.02% | +50.0% |
| Q1 2022 | $9,394,000 | +7.0% | 361,388 | +10.4% | 0.02% | +14.3% |
| Q4 2021 | $8,777,000 | +5.8% | 327,292 | +6.3% | 0.01% | -12.5% |
| Q3 2021 | $8,293,000 | -2.0% | 307,846 | -1.8% | 0.02% | 0.0% |
| Q2 2021 | $8,462,000 | -2.2% | 313,493 | -2.2% | 0.02% | -11.1% |
| Q1 2021 | $8,653,000 | +28.2% | 320,561 | +28.7% | 0.02% | +20.0% |
| Q4 2020 | $6,751,000 | +7.5% | 249,167 | +7.6% | 0.02% | 0.0% |
| Q3 2020 | $6,278,000 | +83.6% | 231,673 | +82.9% | 0.02% | +66.7% |
| Q2 2020 | $3,419,000 | – | 126,700 | – | 0.01% | – |
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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% |