ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 107 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,840,553 | -0.3% | 266,273 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $6,859,192 | +23.7% | 266,273 | +24.3% | 0.01% | +10.0% |
| Q1 2023 | $5,542,906 | +0.8% | 214,260 | +0.4% | 0.01% | 0.0% |
| Q4 2022 | $5,496,544 | +15.6% | 213,458 | +14.5% | 0.01% | +11.1% |
| Q3 2022 | $4,755,000 | -19.1% | 186,430 | -17.5% | 0.01% | -18.2% |
| Q2 2022 | $5,876,000 | +42.8% | 226,005 | +42.8% | 0.01% | +83.3% |
| Q1 2022 | $4,114,000 | +8.7% | 158,245 | +12.2% | 0.01% | 0.0% |
| Q4 2021 | $3,783,000 | +4.0% | 141,081 | +4.5% | 0.01% | 0.0% |
| Q3 2021 | $3,637,000 | +89.1% | 135,001 | +89.5% | 0.01% | +100.0% |
| Q2 2021 | $1,923,000 | +51.7% | 71,237 | +51.7% | 0.00% | +50.0% |
| Q1 2021 | $1,268,000 | +110.6% | 46,973 | +111.5% | 0.00% | +100.0% |
| Q4 2020 | $602,000 | +61.8% | 22,212 | +62.0% | 0.00% | 0.0% |
| Q3 2020 | $372,000 | – | 13,713 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Virginia National Bank | 23,817 | $611,858 | 2.79% |
| Praetorian Wealth Management, Inc. | 208,812 | $5,364,380 | 1.70% |
| SONATA CAPITAL GROUP INC | 107,830 | $2,770 | 1.48% |
| Newman Dignan & Sheerar, Inc. | 148,687 | $3,819,775 | 1.25% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 108,612 | $2,790 | 1.20% |
| Covington Investment Advisors Inc. | 212,647 | $5,463 | 1.16% |
| Paradigm, Strategies in Wealth Management, LLC | 63,501 | $1,631,341 | 1.04% |
| Paradiem, LLC | 125,678 | $3,228,668 | 0.97% |
| 4J Wealth Management LLC | 36,030 | $925,607 | 0.92% |
| SENTINEL PENSION ADVISORS INC | 121,849 | $3,130,291 | 0.76% |