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 | $1,001,798 | +13.1% | 38,996 | +13.4% | 0.02% | +16.7% |
| Q2 2023 | $886,055 | +27.0% | 34,397 | +27.5% | 0.02% | +20.0% |
| Q1 2023 | $697,805 | -1.0% | 26,974 | -1.5% | 0.02% | -6.2% |
| Q4 2022 | $705,189 | +3.1% | 27,386 | +2.1% | 0.02% | +14.3% |
| Q3 2022 | $684,000 | -6.6% | 26,817 | -4.7% | 0.01% | 0.0% |
| Q2 2022 | $732,000 | -21.5% | 28,143 | -21.5% | 0.01% | -12.5% |
| Q1 2022 | $932,000 | -0.7% | 35,867 | +2.4% | 0.02% | 0.0% |
| Q4 2021 | $939,000 | +3.0% | 35,031 | +3.5% | 0.02% | -5.9% |
| Q3 2021 | $912,000 | -11.3% | 33,836 | -11.1% | 0.02% | -10.5% |
| Q2 2021 | $1,028,000 | +13.7% | 38,071 | +13.6% | 0.02% | +11.8% |
| Q1 2021 | $904,000 | +8.0% | 33,504 | +8.4% | 0.02% | 0.0% |
| Q4 2020 | $837,000 | +14.2% | 30,897 | +14.3% | 0.02% | 0.0% |
| Q3 2020 | $733,000 | +71.7% | 27,042 | +70.9% | 0.02% | +70.0% |
| Q2 2020 | $427,000 | +64.9% | 15,824 | +59.8% | 0.01% | +42.9% |
| Q1 2020 | $259,000 | +27.0% | 9,903 | +28.0% | 0.01% | +75.0% |
| Q4 2019 | $204,000 | – | 7,734 | – | 0.00% | – |
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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% |