ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 20 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,862,852 | +2133.5% | 267,141 | +2139.6% | 0.11% | +2550.0% |
| Q2 2023 | $307,265 | +1.5% | 11,928 | +1.9% | 0.00% | 0.0% |
| Q1 2023 | $302,834 | +34909.7% | 11,706 | -65.2% | 0.00% | -69.2% |
| Q4 2022 | $865 | -100.0% | 33,609 | -82.5% | 0.01% | -84.1% |
| Q3 2022 | $4,887,000 | +5.2% | 191,615 | +7.3% | 0.08% | +13.9% |
| Q2 2022 | $4,644,000 | -16.5% | 178,625 | -16.6% | 0.07% | -7.7% |
| Q1 2022 | $5,565,000 | -1.0% | 214,090 | +2.1% | 0.08% | +4.0% |
| Q4 2021 | $5,624,000 | +2.3% | 209,740 | +2.8% | 0.08% | -2.6% |
| Q3 2021 | $5,499,000 | -1.2% | 204,112 | -1.0% | 0.08% | +4.1% |
| Q2 2021 | $5,565,000 | +21.7% | 206,194 | +21.7% | 0.07% | +15.6% |
| Q1 2021 | $4,574,000 | +18.8% | 169,437 | +19.2% | 0.06% | +12.3% |
| Q4 2020 | $3,851,000 | -0.6% | 142,154 | -0.6% | 0.06% | -9.5% |
| Q3 2020 | $3,874,000 | +3.7% | 142,988 | +3.3% | 0.06% | +1.6% |
| Q2 2020 | $3,736,000 | +0.1% | 138,450 | -3.0% | 0.06% | -12.7% |
| Q1 2020 | $3,733,000 | +6.4% | 142,704 | +6.8% | 0.07% | +26.8% |
| Q4 2019 | $3,507,000 | -2.7% | 133,564 | -2.5% | 0.06% | 0.0% |
| Q3 2019 | $3,604,000 | +2.8% | 136,969 | +2.5% | 0.06% | 0.0% |
| Q2 2019 | $3,507,000 | -0.5% | 133,564 | -1.6% | 0.06% | -6.7% |
| Q1 2019 | $3,524,000 | -30.8% | 135,734 | -32.2% | 0.06% | -37.5% |
| Q4 2018 | $5,095,000 | +3.5% | 200,106 | +1.7% | 0.10% | +14.3% |
| Q3 2018 | $4,922,000 | +1267.2% | 196,669 | +1277.9% | 0.08% | +1300.0% |
| Q2 2018 | $360,000 | – | 14,273 | – | 0.01% | – |
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% |