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 | $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. | 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% |