ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 158 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $622,476 | -3.3% | 23,900 | -3.6% | 0.04% | -4.9% |
| Q1 2024 | $643,690 | -8.6% | 24,805 | -8.7% | 0.04% | -18.0% |
| Q4 2023 | $704,130 | -23.1% | 27,155 | -23.8% | 0.05% | -27.5% |
| Q3 2023 | $915,977 | -3.7% | 35,655 | -3.5% | 0.07% | -1.4% |
| Q2 2023 | $951,446 | -0.4% | 36,935 | 0.0% | 0.07% | -5.4% |
| Q1 2023 | $955,509 | -3.7% | 36,935 | -4.2% | 0.07% | -9.8% |
| Q4 2022 | $992,276 | +5.1% | 38,535 | +4.1% | 0.08% | +2.5% |
| Q3 2022 | $944,000 | -1.3% | 37,020 | +0.7% | 0.08% | +2.6% |
| Q2 2022 | $956,000 | 0.0% | 36,770 | 0.0% | 0.08% | +13.0% |
| Q1 2022 | $956,000 | -4.7% | 36,770 | -1.7% | 0.07% | -1.4% |
| Q4 2021 | $1,003,000 | +0.3% | 37,407 | +0.8% | 0.07% | -5.4% |
| Q3 2021 | $1,000,000 | -0.1% | 37,105 | +0.0% | 0.07% | -1.3% |
| Q2 2021 | $1,001,000 | -0.1% | 37,104 | +0.0% | 0.08% | -7.4% |
| Q1 2021 | $1,002,000 | -0.3% | 37,102 | +0.0% | 0.08% | -5.8% |
| Q4 2020 | $1,005,000 | +348.7% | 37,101 | +349.7% | 0.09% | +95.5% |
| Q3 2020 | $224,000 | +7.2% | 8,250 | +4.5% | 0.04% | +100.0% |
| Q4 2019 | $209,000 | – | 7,895 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Roof Eidam Maycock Peralta, LLC | 42,700 | $1,108,000 | 0.44% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16,771 | $435,000 | 0.29% |
| Covington Investment Advisors Inc. | 28,140 | $731,000 | 0.25% |
| WRAPMANAGER INC | 22,185 | $576,000 | 0.19% |
| MANAGED ACCOUNT SERVICES INC | 8,029 | $207,000 | 0.12% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 49,419 | $1,283,000 | 0.10% |
| Ausdal Financial Partners, Inc. | 9,098 | $236,000 | 0.10% |
| Stonebridge Capital Advisors LLC | 17,416 | $452,000 | 0.08% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 28,995 | $753,000 | 0.08% |
| WealthBridge Capital Management, LLC | 4,700 | $122,000 | 0.08% |