ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 108 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,770 | -0.5% | 107,830 | -0.2% | 1.48% | +2.8% |
| Q2 2023 | $2,784 | -0.4% | 108,065 | 0.0% | 1.44% | -4.8% |
| Q1 2023 | $2,796 | +0.5% | 108,065 | 0.0% | 1.51% | -2.3% |
| Q4 2022 | $2,783 | -99.9% | 108,065 | -1.2% | 1.55% | +0.7% |
| Q3 2022 | $2,789,000 | -1.1% | 109,365 | +0.8% | 1.54% | +4.9% |
| Q2 2022 | $2,821,000 | +0.0% | 108,500 | 0.0% | 1.46% | +17.7% |
| Q1 2022 | $2,820,000 | -3.1% | 108,500 | 0.0% | 1.24% | +2.2% |
| Q4 2021 | $2,909,000 | +12.4% | 108,500 | +13.0% | 1.22% | +5.0% |
| Q3 2021 | $2,588,000 | +23.1% | 96,054 | +23.3% | 1.16% | +21.3% |
| Q2 2021 | $2,103,000 | +24.5% | 77,928 | +24.6% | 0.96% | +18.0% |
| Q1 2021 | $1,689,000 | +3.6% | 62,553 | +3.9% | 0.81% | +0.5% |
| Q4 2020 | $1,631,000 | +62.1% | 60,223 | +62.2% | 0.81% | +37.3% |
| Q3 2020 | $1,006,000 | +26.9% | 37,133 | +26.4% | 0.59% | +16.7% |
| Q2 2020 | $793,000 | – | 29,375 | – | 0.50% | – |
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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% |