ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 105 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,030,233 | +3.2% | 116,346 | +2.8% | 0.07% | +1.4% |
| Q1 2024 | $2,936,528 | +25.0% | 113,161 | +24.9% | 0.07% | +17.7% |
| Q4 2023 | $2,348,714 | +22.9% | 90,579 | +21.7% | 0.06% | +12.7% |
| Q3 2023 | $1,911,311 | +16.0% | 74,399 | +16.3% | 0.06% | +19.6% |
| Q2 2023 | $1,647,817 | -30.1% | 63,968 | -29.8% | 0.05% | -33.3% |
| Q1 2023 | $2,358,775 | -0.8% | 91,178 | -1.3% | 0.07% | -5.5% |
| Q4 2022 | $2,378,425 | -5.1% | 92,366 | -5.9% | 0.07% | -15.1% |
| Q3 2022 | $2,505,000 | +4.9% | 98,200 | +6.9% | 0.09% | +8.9% |
| Q2 2022 | $2,389,000 | +0.9% | 91,900 | +0.9% | 0.08% | +16.2% |
| Q1 2022 | $2,368,000 | +0.3% | 91,100 | +3.5% | 0.07% | +1.5% |
| Q4 2021 | $2,360,000 | -1.9% | 88,000 | -1.5% | 0.07% | -22.1% |
| Q3 2021 | $2,406,000 | +4.8% | 89,300 | +4.9% | 0.09% | +3.6% |
| Q2 2021 | $2,296,000 | -0.3% | 85,100 | -0.2% | 0.08% | -7.8% |
| Q1 2021 | $2,302,000 | -2.3% | 85,280 | -2.0% | 0.09% | -6.2% |
| Q4 2020 | $2,356,000 | +3.9% | 86,980 | +4.0% | 0.10% | -6.8% |
| Q3 2020 | $2,267,000 | +3.9% | 83,650 | +3.5% | 0.10% | -5.5% |
| Q2 2020 | $2,181,000 | +21.0% | 80,850 | +17.3% | 0.11% | -0.9% |
| Q1 2020 | $1,803,000 | +2.7% | 68,900 | +3.8% | 0.11% | +22.2% |
| Q4 2019 | $1,756,000 | +51.6% | 66,400 | +50.9% | 0.09% | +38.5% |
| Q3 2019 | $1,158,000 | +83.8% | 44,000 | +84.1% | 0.06% | +80.6% |
| Q2 2019 | $630,000 | +101.3% | 23,900 | +98.3% | 0.04% | +89.5% |
| Q1 2019 | $313,000 | +769.4% | 12,050 | +760.7% | 0.02% | +850.0% |
| Q4 2018 | $36,000 | +2.9% | 1,400 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $35,000 | – | 1,400 | – | 0.00% | – |
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% |