ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 150 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $728,364 | +1.0% | 28,286 | – | 0.27% | -1.8% |
| Q3 2022 | $721,000 | -1.9% | 0 | -100.0% | 0.28% | +13.5% |
| Q2 2022 | $735,000 | 0.0% | 28,286 | 0.0% | 0.24% | +9.4% |
| Q1 2022 | $735,000 | -12.0% | 28,286 | -9.2% | 0.22% | -7.5% |
| Q4 2021 | $835,000 | -9.1% | 31,138 | -8.8% | 0.24% | -14.2% |
| Q3 2021 | $919,000 | -0.2% | 34,128 | 0.0% | 0.28% | +1.4% |
| Q2 2021 | $921,000 | -0.4% | 34,128 | 0.0% | 0.28% | -10.6% |
| Q4 2020 | $925,000 | +8.6% | 34,128 | +8.5% | 0.31% | -3.7% |
| Q3 2020 | $852,000 | +10.4% | 31,448 | +10.0% | 0.32% | +3.9% |
| Q2 2020 | $772,000 | +3.2% | 28,596 | 0.0% | 0.31% | -3.1% |
| Q1 2020 | $748,000 | -1.1% | 28,596 | 0.0% | 0.32% | +32.2% |
| Q4 2019 | $756,000 | +0.4% | 28,596 | 0.0% | 0.24% | -2.8% |
| Q3 2019 | $753,000 | +0.3% | 28,596 | 0.0% | 0.25% | -5.0% |
| Q2 2019 | $751,000 | +3.2% | 28,596 | 0.0% | 0.26% | +4.0% |
| Q4 2018 | $728,000 | – | 28,596 | – | 0.25% | – |
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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% |