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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $2,498,000 | -13.7% | 92,539 | -13.4% | 0.12% | -21.8% |
| Q4 2020 | $2,896,000 | -5.2% | 106,908 | -5.1% | 0.16% | -17.9% |
| Q3 2020 | $3,054,000 | -13.2% | 112,708 | -13.5% | 0.19% | -23.7% |
| Q2 2020 | $3,517,000 | -6.4% | 130,316 | -9.3% | 0.25% | -16.7% |
| Q1 2020 | $3,758,000 | -14.8% | 143,672 | -13.8% | 0.30% | +11.2% |
| Q4 2019 | $4,409,000 | +37.4% | 166,762 | +36.7% | 0.27% | +26.3% |
| Q3 2019 | $3,209,000 | +60.6% | 121,960 | +60.4% | 0.21% | +61.4% |
| Q2 2019 | $1,998,000 | +55.7% | 76,058 | +53.9% | 0.13% | +36.1% |
| Q1 2019 | $1,283,000 | – | 49,419 | – | 0.10% | – |
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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% |