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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $6,778 | +61.5% | 262 | +60.7% | 0.00% | – |
| Q4 2022 | $4,197 | +4.9% | 163 | 0.0% | 0.00% | – |
| Q3 2022 | $4,000 | -76.5% | 163 | -74.9% | 0.00% | -100.0% |
| Q2 2022 | $17,000 | +142.9% | 650 | +154.9% | 0.00% | – |
| Q1 2022 | $7,000 | -22.2% | 255 | -27.1% | 0.00% | -100.0% |
| Q1 2020 | $9,000 | -43.8% | 350 | -41.7% | 0.00% | 0.0% |
| Q4 2019 | $16,000 | +45.5% | 600 | +50.0% | 0.00% | 0.0% |
| Q3 2019 | $11,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $11,000 | +10.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $10,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $10,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $10,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $10,000 | – | 400 | – | 0.00% | – |
Download | ||||||
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% |