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 | $583 | -32.8% | 22,700 | -32.6% | 0.27% | -29.9% |
| Q2 2023 | $868 | -0.5% | 33,700 | 0.0% | 0.38% | -3.5% |
| Q1 2023 | $872 | -1.0% | 33,700 | -1.5% | 0.40% | -6.1% |
| Q4 2022 | $881 | -99.9% | 34,200 | 0.0% | 0.42% | -6.6% |
| Q3 2022 | $872,000 | -3.3% | 34,200 | -1.4% | 0.45% | +3.2% |
| Q2 2022 | $902,000 | -5.5% | 34,700 | -5.4% | 0.44% | +10.3% |
| Q1 2022 | $954,000 | -3.0% | 36,700 | 0.0% | 0.40% | +1.3% |
| Q4 2021 | $984,000 | -10.2% | 36,700 | -9.8% | 0.39% | -12.2% |
| Q3 2021 | $1,096,000 | -0.3% | 40,700 | 0.0% | 0.45% | -1.1% |
| Q2 2021 | $1,099,000 | 0.0% | 40,700 | 0.0% | 0.45% | -12.0% |
| Q1 2021 | $1,099,000 | -0.4% | 40,700 | 0.0% | 0.52% | -5.5% |
| Q4 2020 | $1,103,000 | +2.5% | 40,700 | +2.5% | 0.55% | -9.5% |
| Q3 2020 | $1,076,000 | +7.8% | 39,700 | +7.3% | 0.60% | -4.1% |
| Q2 2020 | $998,000 | +15.6% | 37,000 | +12.1% | 0.63% | -10.5% |
| Q1 2020 | $863,000 | +25.6% | 33,000 | +26.9% | 0.70% | +68.6% |
| Q4 2019 | $687,000 | +18.7% | 26,000 | +18.2% | 0.42% | +12.7% |
| Q3 2019 | $579,000 | – | 22,000 | – | 0.37% | – |
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% |