ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 152 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $419,929 | -53.0% | 16,346 | -52.9% | 0.00% | – |
| Q2 2023 | $894,284 | +81.0% | 34,716 | +88.4% | 0.00% | – |
| Q4 2021 | $494,000 | -31.6% | 18,422 | -31.0% | 0.00% | – |
| Q4 2020 | $722,000 | -52.8% | 26,684 | -54.4% | 0.00% | – |
| Q1 2020 | $1,530,000 | +240.8% | 58,497 | +244.6% | 0.00% | – |
| Q4 2019 | $449,000 | +65.1% | 16,974 | +64.1% | 0.00% | – |
| Q3 2019 | $272,000 | -66.0% | 10,345 | -67.4% | 0.00% | – |
| Q2 2018 | $800,000 | – | 31,737 | – | 0.00% | – |
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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% |