ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 155 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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. | 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% |