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 | $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. | 129,330 | $3,503,000 | 1.34% |
| SONATA CAPITAL GROUP INC | 60,223 | $1,631,000 | 0.81% |
| SENTINEL PENSION ADVISORS INC | 70,734 | $1,916,000 | 0.70% |
| Paradiem, LLC | 54,576 | $1,481,000 | 0.63% |
| Gateway Advisory, LLC | 97,342 | $2,637,000 | 0.57% |
| Peloton Wealth Strategists | 40,700 | $1,103,000 | 0.55% |
| Estate Counselors, LLC | 111,055 | $3,008,000 | 0.45% |
| Roof Eidam Maycock Peralta, LLC | 41,550 | $1,126,000 | 0.44% |
| Stonebridge Capital Advisors LLC | 91,653 | $2,483,000 | 0.38% |
| Paulson Wealth Management Inc. | 23,616 | $640,000 | 0.37% |