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 | $951,815 | -0.3% | 37,050 | 0.0% | 0.31% | -2.2% |
| Q2 2023 | $954,408 | -0.4% | 37,050 | 0.0% | 0.32% | -9.1% |
| Q1 2023 | $958,484 | +0.5% | 37,050 | 0.0% | 0.35% | +4.1% |
| Q4 2022 | $954,038 | -10.0% | 37,050 | -10.8% | 0.34% | -14.6% |
| Q3 2022 | $1,060,000 | -1.9% | 41,550 | 0.0% | 0.40% | -0.5% |
| Q2 2022 | $1,080,000 | 0.0% | 41,550 | 0.0% | 0.40% | +14.0% |
| Q1 2022 | $1,080,000 | -3.1% | 41,550 | 0.0% | 0.35% | -7.2% |
| Q4 2021 | $1,114,000 | -0.4% | 41,550 | 0.0% | 0.38% | -8.7% |
| Q3 2021 | $1,119,000 | -0.2% | 41,550 | 0.0% | 0.41% | -1.4% |
| Q2 2021 | $1,121,000 | -0.1% | 41,550 | 0.0% | 0.42% | -3.5% |
| Q1 2021 | $1,122,000 | -0.4% | 41,550 | 0.0% | 0.43% | -1.1% |
| Q4 2020 | $1,126,000 | 0.0% | 41,550 | 0.0% | 0.44% | 0.0% |
| Q3 2020 | $1,126,000 | +0.4% | 41,550 | 0.0% | 0.44% | +1.2% |
| Q2 2020 | $1,121,000 | +5.2% | 41,550 | +2.0% | 0.43% | -3.3% |
| Q1 2020 | $1,066,000 | -5.6% | 40,750 | -4.6% | 0.45% | +3.0% |
| Q4 2019 | $1,129,000 | +0.4% | 42,700 | 0.0% | 0.44% | -5.0% |
| Q3 2019 | $1,124,000 | +0.3% | 42,700 | 0.0% | 0.46% | -0.4% |
| Q2 2019 | $1,121,000 | +1.2% | 42,700 | 0.0% | 0.46% | +5.3% |
| Q1 2019 | $1,108,000 | +61.3% | 42,700 | +58.1% | 0.44% | +31.6% |
| Q4 2018 | $687,000 | – | 27,000 | – | 0.33% | – |
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% |