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 | $279,944 | -24.5% | 10,897 | -24.3% | 0.01% | -16.7% |
| Q2 2023 | $370,815 | -21.3% | 14,395 | -20.9% | 0.01% | -25.0% |
| Q1 2023 | $470,886 | +0.5% | 18,202 | 0.0% | 0.02% | -11.1% |
| Q4 2022 | $468,702 | +16.9% | 18,202 | +15.7% | 0.02% | +5.9% |
| Q3 2022 | $401,000 | -96.5% | 15,736 | -96.4% | 0.02% | -96.4% |
| Q2 2022 | $11,312,000 | +9.0% | 435,095 | +7.7% | 0.48% | +14.5% |
| Q1 2022 | $10,382,000 | +26.9% | 403,982 | +32.4% | 0.42% | +45.6% |
| Q4 2021 | $8,184,000 | +5.4% | 305,205 | +5.9% | 0.28% | -6.6% |
| Q3 2021 | $7,763,000 | +8.5% | 288,165 | +8.7% | 0.30% | +8.5% |
| Q2 2021 | $7,158,000 | +17.4% | 265,210 | +17.5% | 0.28% | +6.4% |
| Q1 2021 | $6,095,000 | +14.7% | 225,796 | +15.1% | 0.26% | +5.2% |
| Q4 2020 | $5,316,000 | +62.6% | 196,238 | +62.6% | 0.25% | +41.8% |
| Q3 2020 | $3,270,000 | +328.6% | 120,683 | +326.9% | 0.18% | +284.8% |
| Q2 2020 | $763,000 | +37.0% | 28,270 | +32.8% | 0.05% | +12.2% |
| Q1 2020 | $557,000 | +19.8% | 21,288 | +21.1% | 0.04% | +51.9% |
| Q4 2019 | $465,000 | +86.7% | 17,586 | +85.6% | 0.03% | +68.8% |
| Q3 2019 | $249,000 | – | 9,477 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 183,939 | $4,932,000 | 1.60% |
| SONATA CAPITAL GROUP INC | 108,500 | $2,909,000 | 1.22% |
| Paradigm, Strategies in Wealth Management, LLC | 39,724 | $1,065,000 | 1.08% |
| Gateway Advisory, LLC | 182,522 | $4,894,000 | 1.04% |
| SENTINEL PENSION ADVISORS INC | 96,629 | $2,591,000 | 0.82% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 336,835 | $9,032,000 | 0.60% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 59,517 | $1,596,000 | 0.54% |
| Paradiem, LLC | 61,475 | $1,625,000 | 0.53% |
| CHILDRESS CAPITAL ADVISORS, LLC | 38,200 | $1,024,000 | 0.42% |
| Peloton Wealth Strategists | 36,700 | $984,000 | 0.39% |