ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 133 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $311,466 | +25.7% | 12,124 | +26.0% | 0.02% | +27.8% |
Q2 2023 | $247,837 | -0.4% | 9,621 | 0.0% | 0.02% | -5.3% |
Q1 2023 | $248,895 | +77923.5% | 9,621 | -22.4% | 0.02% | -24.0% |
Q4 2022 | $319 | -99.9% | 12,391 | -45.7% | 0.02% | -47.9% |
Q3 2022 | $582,000 | -37.6% | 22,816 | -36.4% | 0.05% | -33.3% |
Q2 2022 | $932,000 | -3.5% | 35,848 | -3.5% | 0.07% | +10.8% |
Q1 2022 | $966,000 | +45.9% | 37,148 | +50.5% | 0.06% | +54.8% |
Q4 2021 | $662,000 | +7.6% | 24,683 | +8.1% | 0.04% | -2.3% |
Q3 2021 | $615,000 | +5.7% | 22,828 | +5.8% | 0.04% | +4.9% |
Q2 2021 | $582,000 | +50.8% | 21,569 | +50.6% | 0.04% | +41.4% |
Q1 2021 | $386,000 | +53.2% | 14,325 | +53.5% | 0.03% | +45.0% |
Q4 2020 | $252,000 | +3.3% | 9,335 | +3.3% | 0.02% | -9.1% |
Q3 2020 | $244,000 | – | 9,040 | – | 0.02% | – |
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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% |