ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 96 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,130,745 | -72.5% | 44,015 | -72.4% | 0.10% | -71.5% |
| Q2 2023 | $4,114,412 | -39.4% | 159,721 | -39.1% | 0.34% | -41.2% |
| Q1 2023 | $6,784,458 | +3.1% | 262,252 | +2.6% | 0.58% | -2.9% |
| Q4 2022 | $6,580,721 | +4.6% | 255,562 | +3.6% | 0.60% | -0.3% |
| Q3 2022 | $6,290,000 | -3.8% | 246,615 | -1.9% | 0.60% | +2.1% |
| Q2 2022 | $6,539,000 | +12.8% | 251,517 | +12.8% | 0.58% | +30.0% |
| Q1 2022 | $5,797,000 | +56.5% | 223,008 | +61.4% | 0.45% | +61.9% |
| Q4 2021 | $3,704,000 | +332.2% | 138,143 | +333.9% | 0.28% | +302.9% |
| Q3 2021 | $857,000 | -7.5% | 31,834 | -7.3% | 0.07% | -11.5% |
| Q2 2021 | $926,000 | +192.1% | 34,324 | +192.7% | 0.08% | +169.0% |
| Q1 2021 | $317,000 | -0.3% | 11,725 | 0.0% | 0.03% | -3.3% |
| Q4 2020 | $318,000 | 0.0% | 11,725 | 0.0% | 0.03% | -9.1% |
| Q3 2020 | $318,000 | +28.7% | 11,725 | +28.0% | 0.03% | +22.2% |
| Q2 2020 | $247,000 | – | 9,160 | – | 0.03% | – |
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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% |