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 | $10,081,880 | +5.4% | 392,444 | +5.7% | 0.01% | 0.0% |
| Q2 2023 | $9,563,631 | +0.0% | 371,259 | +0.5% | 0.01% | 0.0% |
| Q1 2023 | $9,559,414 | +9.7% | 369,517 | +9.2% | 0.01% | 0.0% |
| Q4 2022 | $8,712,327 | +54.0% | 338,343 | +52.5% | 0.01% | +40.0% |
| Q3 2022 | $5,657,000 | +10.8% | 221,816 | +12.9% | 0.01% | 0.0% |
| Q2 2022 | $5,107,000 | +18.5% | 196,428 | +18.5% | 0.01% | +25.0% |
| Q1 2022 | $4,309,000 | +30.4% | 165,745 | +34.5% | 0.00% | +33.3% |
| Q4 2021 | $3,304,000 | +17.5% | 123,208 | +18.1% | 0.00% | 0.0% |
| Q3 2021 | $2,812,000 | +47.6% | 104,369 | +47.9% | 0.00% | +50.0% |
| Q2 2021 | $1,905,000 | +2.3% | 70,568 | +2.3% | 0.00% | 0.0% |
| Q1 2021 | $1,862,000 | +11.4% | 68,976 | +11.8% | 0.00% | 0.0% |
| Q4 2020 | $1,671,000 | +20.4% | 61,695 | +20.4% | 0.00% | 0.0% |
| Q3 2020 | $1,388,000 | +73.3% | 51,224 | +72.5% | 0.00% | +100.0% |
| Q2 2020 | $801,000 | – | 29,698 | – | 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% |