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 | $12,308,057 | -0.7% | 479,099 | -0.4% | 0.00% | 0.0% |
| Q2 2023 | $12,393,497 | -11.6% | 481,114 | -11.2% | 0.00% | -50.0% |
| Q1 2023 | $14,023,045 | -15.4% | 542,058 | -15.8% | 0.00% | 0.0% |
| Q4 2022 | $16,570,743 | +2.7% | 643,524 | +1.7% | 0.00% | 0.0% |
| Q3 2022 | $16,137,000 | -4.8% | 632,689 | -3.0% | 0.00% | 0.0% |
| Q2 2022 | $16,954,000 | +38.8% | 652,094 | +38.7% | 0.00% | 0.0% |
| Q1 2022 | $12,219,000 | +18.8% | 470,038 | +22.6% | 0.00% | +100.0% |
| Q4 2021 | $10,282,000 | +19.7% | 383,453 | +20.3% | 0.00% | 0.0% |
| Q3 2021 | $8,587,000 | +3.2% | 318,763 | +3.4% | 0.00% | 0.0% |
| Q2 2021 | $8,320,000 | -3.1% | 308,272 | -3.1% | 0.00% | 0.0% |
| Q1 2021 | $8,590,000 | +9.5% | 318,203 | +9.9% | 0.00% | 0.0% |
| Q4 2020 | $7,847,000 | +29.3% | 289,665 | +29.3% | 0.00% | 0.0% |
| Q3 2020 | $6,070,000 | +34.6% | 224,014 | +34.0% | 0.00% | 0.0% |
| Q2 2020 | $4,511,000 | +6.5% | 167,173 | +3.3% | 0.00% | 0.0% |
| Q1 2020 | $4,235,000 | -1.3% | 161,873 | -0.3% | 0.00% | 0.0% |
| Q4 2019 | $4,292,000 | +14.3% | 162,327 | +13.8% | 0.00% | 0.0% |
| Q3 2019 | $3,754,000 | +128.1% | 142,657 | +127.6% | 0.00% | – |
| Q2 2019 | $1,646,000 | +543.0% | 62,672 | +536.7% | 0.00% | – |
| Q1 2019 | $256,000 | – | 9,843 | – | 0.00% | – |
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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% |