ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 107 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,080,264 | -0.3% | 42,050 | 0.0% | 0.04% | +5.6% |
| Q2 2023 | $1,083,208 | -0.4% | 42,050 | 0.0% | 0.04% | -5.3% |
| Q1 2023 | $1,087,834 | +0.5% | 42,050 | 0.0% | 0.04% | -2.6% |
| Q4 2022 | $1,082,787 | +1.0% | 42,050 | 0.0% | 0.04% | -2.5% |
| Q3 2022 | $1,072,000 | -1.9% | 42,050 | 0.0% | 0.04% | -2.4% |
| Q2 2022 | $1,093,000 | 0.0% | 42,050 | 0.0% | 0.04% | +17.1% |
| Q1 2022 | $1,093,000 | -3.1% | 42,050 | 0.0% | 0.04% | +2.9% |
| Q4 2021 | $1,128,000 | -0.4% | 42,050 | 0.0% | 0.03% | -5.6% |
| Q3 2021 | $1,133,000 | -0.2% | 42,050 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $1,135,000 | 0.0% | 42,050 | 0.0% | 0.04% | -5.3% |
| Q1 2021 | $1,135,000 | -0.4% | 42,050 | 0.0% | 0.04% | -7.3% |
| Q4 2020 | $1,139,000 | 0.0% | 42,050 | 0.0% | 0.04% | -12.8% |
| Q3 2020 | $1,139,000 | +0.4% | 42,050 | 0.0% | 0.05% | -6.0% |
| Q2 2020 | $1,135,000 | +3.2% | 42,050 | 0.0% | 0.05% | -39.8% |
| Q1 2020 | $1,100,000 | -1.1% | 42,050 | 0.0% | 0.08% | +31.7% |
| Q4 2019 | $1,112,000 | +0.5% | 42,050 | 0.0% | 0.06% | -3.1% |
| Q3 2019 | $1,107,000 | +36.8% | 42,050 | +36.4% | 0.06% | +35.4% |
| Q2 2019 | $809,000 | +302.5% | 30,821 | +297.8% | 0.05% | +300.0% |
| Q1 2019 | $201,000 | – | 7,748 | – | 0.01% | – |
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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% |