ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 148 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $427,545 | -10.3% | 16,642 | -10.1% | 0.02% | -5.6% |
| Q2 2023 | $476,600 | -1.5% | 18,502 | -1.1% | 0.02% | -5.3% |
| Q1 2023 | $483,981 | +1.0% | 18,708 | +0.6% | 0.02% | 0.0% |
| Q4 2022 | $478,961 | -21.9% | 18,600 | -22.7% | 0.02% | -29.6% |
| Q3 2022 | $613,000 | -0.6% | 24,051 | +1.3% | 0.03% | 0.0% |
| Q2 2022 | $617,000 | -14.7% | 23,737 | -14.7% | 0.03% | +3.8% |
| Q1 2022 | $723,000 | -1.9% | 27,836 | +1.2% | 0.03% | +4.0% |
| Q4 2021 | $737,000 | +8.9% | 27,505 | +9.3% | 0.02% | 0.0% |
| Q3 2021 | $677,000 | +23.5% | 25,164 | +23.9% | 0.02% | +25.0% |
| Q2 2021 | $548,000 | +10.5% | 20,304 | +10.4% | 0.02% | +5.3% |
| Q1 2021 | $496,000 | +8.1% | 18,393 | +8.5% | 0.02% | -9.5% |
| Q4 2020 | $459,000 | +29.7% | 16,949 | +29.6% | 0.02% | +31.2% |
| Q3 2020 | $354,000 | +5.4% | 13,074 | +4.8% | 0.02% | 0.0% |
| Q2 2020 | $336,000 | +2.1% | 12,473 | -1.0% | 0.02% | -15.8% |
| Q1 2020 | $329,000 | -1.2% | 12,596 | +0.0% | 0.02% | +26.7% |
| Q4 2019 | $333,000 | +0.6% | 12,595 | +0.0% | 0.02% | 0.0% |
| Q3 2019 | $331,000 | +1.8% | 12,592 | +1.6% | 0.02% | 0.0% |
| Q2 2019 | $325,000 | +23.1% | 12,390 | +21.6% | 0.02% | +25.0% |
| Q1 2019 | $264,000 | +1.5% | 10,190 | -0.2% | 0.01% | -14.3% |
| Q4 2018 | $260,000 | +420.0% | 10,215 | +403.2% | 0.01% | +600.0% |
| Q3 2018 | $50,000 | – | 2,030 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 129,330 | $3,503,000 | 1.34% |
| SONATA CAPITAL GROUP INC | 60,223 | $1,631,000 | 0.81% |
| SENTINEL PENSION ADVISORS INC | 70,734 | $1,916,000 | 0.70% |
| Paradiem, LLC | 54,576 | $1,481,000 | 0.63% |
| Gateway Advisory, LLC | 97,342 | $2,637,000 | 0.57% |
| Peloton Wealth Strategists | 40,700 | $1,103,000 | 0.55% |
| Estate Counselors, LLC | 111,055 | $3,008,000 | 0.45% |
| Roof Eidam Maycock Peralta, LLC | 41,550 | $1,126,000 | 0.44% |
| Stonebridge Capital Advisors LLC | 91,653 | $2,483,000 | 0.38% |
| Paulson Wealth Management Inc. | 23,616 | $640,000 | 0.37% |