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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,949 | -6.0% | 228,413 | -6.4% | 0.33% | -10.1% |
| Q1 2024 | $6,330 | -4.8% | 243,913 | -4.9% | 0.36% | -13.7% |
| Q4 2023 | $6,649 | -26.4% | 256,413 | -27.1% | 0.42% | -33.1% |
| Q3 2023 | $9,030 | -10.7% | 351,515 | -10.4% | 0.63% | -8.0% |
| Q2 2023 | $10,111 | -2.6% | 392,515 | -2.2% | 0.69% | -7.2% |
| Q1 2023 | $10,382 | -0.2% | 401,315 | -0.6% | 0.74% | -5.2% |
| Q4 2022 | $10,400 | -99.9% | 403,872 | +5.5% | 0.78% | +0.9% |
| Q3 2022 | $9,760,000 | +1.4% | 382,679 | +3.4% | 0.77% | +5.0% |
| Q2 2022 | $9,623,000 | +14.0% | 370,106 | +14.0% | 0.74% | +27.1% |
| Q1 2022 | $8,440,000 | -6.6% | 324,681 | -3.6% | 0.58% | -3.5% |
| Q4 2021 | $9,032,000 | +2.7% | 336,835 | +3.2% | 0.60% | -8.2% |
| Q3 2021 | $8,797,000 | +63.5% | 326,545 | +63.8% | 0.66% | +49.2% |
| Q2 2021 | $5,382,000 | 0.0% | 199,360 | 0.0% | 0.44% | 0.0% |
| Q1 2021 | $5,382,000 | +80.0% | 199,360 | +80.6% | 0.44% | +70.2% |
| Q4 2020 | $2,990,000 | +19.8% | 110,360 | +19.8% | 0.26% | +18.9% |
| Q3 2020 | $2,496,000 | +439.1% | 92,110 | +436.3% | 0.22% | +382.2% |
| Q2 2020 | $463,000 | +73.4% | 17,175 | +68.4% | 0.04% | +45.2% |
| Q1 2020 | $267,000 | -1.1% | 10,200 | 0.0% | 0.03% | +24.0% |
| Q4 2019 | $270,000 | +0.7% | 10,200 | 0.0% | 0.02% | -7.4% |
| Q3 2019 | $268,000 | – | 10,200 | – | 0.03% | – |
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% |