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 | $4,617,525 | -45.8% | 179,741 | -45.6% | 0.01% | -45.5% |
| Q2 2023 | $8,515,636 | +4.6% | 330,575 | +5.1% | 0.01% | 0.0% |
| Q1 2023 | $8,139,417 | +8.2% | 314,627 | +7.7% | 0.01% | 0.0% |
| Q4 2022 | $7,522,914 | +198.1% | 292,149 | +195.2% | 0.01% | +175.0% |
| Q3 2022 | $2,524,000 | +247.2% | 98,962 | +253.9% | 0.00% | +300.0% |
| Q2 2022 | $727,000 | +64.1% | 27,962 | +64.1% | 0.00% | 0.0% |
| Q1 2022 | $443,000 | -31.8% | 17,035 | -29.7% | 0.00% | 0.0% |
| Q4 2021 | $650,000 | +18.6% | 24,217 | +19.0% | 0.00% | 0.0% |
| Q3 2021 | $548,000 | -3.0% | 20,342 | -2.7% | 0.00% | 0.0% |
| Q2 2021 | $565,000 | -8.7% | 20,906 | -8.7% | 0.00% | 0.0% |
| Q1 2021 | $619,000 | +31.1% | 22,903 | +31.5% | 0.00% | 0.0% |
| Q4 2020 | $472,000 | +5.8% | 17,414 | +5.9% | 0.00% | 0.0% |
| Q3 2020 | $446,000 | +18.6% | 16,448 | +18.2% | 0.00% | 0.0% |
| Q2 2020 | $376,000 | +56.7% | 13,918 | +51.6% | 0.00% | 0.0% |
| Q1 2020 | $240,000 | -76.6% | 9,178 | -76.3% | 0.00% | -66.7% |
| Q4 2019 | $1,025,000 | +6.3% | 38,777 | +5.9% | 0.00% | -25.0% |
| Q3 2019 | $964,000 | -8.5% | 36,622 | -8.7% | 0.00% | 0.0% |
| Q2 2019 | $1,053,000 | +98.3% | 40,109 | +96.3% | 0.00% | +100.0% |
| Q1 2019 | $531,000 | +51.3% | 20,436 | +48.0% | 0.00% | 0.0% |
| Q4 2018 | $351,000 | – | 13,804 | – | 0.00% | – |
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% |