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 | $510 | +17.0% | 19,870 | +17.3% | 0.00% | 0.0% |
| Q2 2023 | $436 | +4.8% | 16,939 | +5.4% | 0.00% | 0.0% |
| Q1 2023 | $416 | +32.5% | 16,074 | +31.7% | 0.00% | +100.0% |
| Q4 2022 | $314 | -99.9% | 12,204 | -24.7% | 0.00% | -50.0% |
| Q3 2022 | $413,000 | +66.5% | 16,204 | +69.8% | 0.00% | +100.0% |
| Q2 2022 | $248,000 | +8.3% | 9,545 | +12.6% | 0.00% | 0.0% |
| Q2 2021 | $229,000 | 0.0% | 8,480 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $229,000 | -0.4% | 8,480 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $230,000 | – | 8,480 | – | 0.00% | – |
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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% |