ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 148 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $57 | -99.8% | 2,216 | +153.0% | 0.01% | +85.7% |
Q1 2022 | $23,000 | -4.2% | 876 | -3.3% | 0.01% | -12.5% |
Q4 2021 | $24,000 | +4.3% | 906 | +3.9% | 0.01% | -42.9% |
Q3 2021 | $23,000 | +27.8% | 872 | +33.7% | 0.01% | +16.7% |
Q2 2021 | $18,000 | +5.9% | 652 | +6.2% | 0.01% | -7.7% |
Q1 2021 | $17,000 | +112.5% | 614 | +106.7% | 0.01% | +116.7% |
Q4 2020 | $8,000 | 0.0% | 297 | +4.9% | 0.01% | -14.3% |
Q3 2020 | $8,000 | +100.0% | 283 | +114.4% | 0.01% | +133.3% |
Q2 2020 | $4,000 | 0.0% | 132 | -14.8% | 0.00% | -25.0% |
Q1 2020 | $4,000 | +100.0% | 155 | +121.4% | 0.00% | 0.0% |
Q3 2019 | $2,000 | -33.3% | 70 | -38.6% | 0.00% | -42.9% |
Q2 2019 | $3,000 | 0.0% | 114 | +4.6% | 0.01% | -50.0% |
Q1 2019 | $3,000 | – | 109 | – | 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% |