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 | $332,942 | -2.4% | 12,960 | -2.1% | 0.11% | +1.9% |
| Q2 2023 | $341,011 | -11.2% | 13,238 | -10.8% | 0.10% | -11.0% |
| Q1 2023 | $384,092 | +98638.3% | 14,847 | -1.6% | 0.12% | -5.6% |
| Q4 2022 | $389 | -99.9% | 15,094 | +23.8% | 0.12% | +19.0% |
| Q3 2022 | $311,000 | -3.7% | 12,197 | -1.7% | 0.10% | +4.0% |
| Q2 2022 | $323,000 | -0.6% | 12,404 | -0.7% | 0.10% | +16.1% |
| Q1 2022 | $325,000 | -4.7% | 12,487 | -1.7% | 0.09% | +2.4% |
| Q4 2021 | $341,000 | -0.3% | 12,708 | 0.0% | 0.08% | -4.5% |
| Q3 2021 | $342,000 | -1.4% | 12,708 | -1.0% | 0.09% | 0.0% |
| Q2 2021 | $347,000 | -0.3% | 12,838 | -0.4% | 0.09% | -8.2% |
| Q1 2021 | $348,000 | -2.0% | 12,893 | -1.7% | 0.10% | -6.7% |
| Q4 2020 | $355,000 | -29.3% | 13,120 | -29.2% | 0.10% | -38.1% |
| Q3 2020 | $502,000 | 0.0% | 18,520 | -0.5% | 0.17% | -9.7% |
| Q2 2020 | $502,000 | +27.1% | 18,618 | +23.2% | 0.19% | +5.7% |
| Q1 2020 | $395,000 | -25.6% | 15,117 | -24.7% | 0.18% | +5.4% |
| Q4 2019 | $531,000 | -5.7% | 20,077 | -6.2% | 0.17% | -10.2% |
| Q3 2019 | $563,000 | -2.4% | 21,401 | -2.5% | 0.19% | 0.0% |
| Q2 2019 | $577,000 | +0.2% | 21,956 | -1.0% | 0.19% | -2.1% |
| Q1 2019 | $576,000 | -3.0% | 22,185 | -4.9% | 0.19% | -10.0% |
| Q4 2018 | $594,000 | – | 23,332 | – | 0.21% | – |
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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% |