ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 80 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,818,000 | -7.1% | 576,851 | -6.8% | 0.03% | -9.7% |
| Q2 2023 | $15,948,000 | +3.0% | 618,975 | +3.4% | 0.03% | -8.8% |
| Q1 2023 | $15,477,000 | +3.6% | 598,460 | +3.2% | 0.03% | 0.0% |
| Q4 2022 | $14,938,000 | +20.2% | 579,969 | +19.0% | 0.03% | +3.0% |
| Q3 2022 | $12,431,000 | +91.9% | 487,483 | +95.6% | 0.03% | +94.1% |
| Q2 2022 | $6,477,000 | -36.1% | 249,184 | -36.1% | 0.02% | -26.1% |
| Q1 2022 | $10,137,000 | +66.8% | 390,105 | +72.1% | 0.02% | +76.9% |
| Q4 2021 | $6,077,000 | -2.4% | 226,683 | -1.9% | 0.01% | -23.5% |
| Q3 2021 | $6,225,000 | -2.0% | 231,095 | -1.9% | 0.02% | -5.6% |
| Q2 2021 | $6,353,000 | +5.7% | 235,489 | +5.7% | 0.02% | -5.3% |
| Q1 2021 | $6,010,000 | -2.8% | 222,788 | -2.4% | 0.02% | -26.9% |
| Q4 2020 | $6,183,000 | +4.3% | 228,274 | +4.3% | 0.03% | -10.3% |
| Q3 2020 | $5,928,000 | +5.0% | 218,892 | +4.5% | 0.03% | -6.5% |
| Q2 2020 | $5,646,000 | +1.3% | 209,438 | -1.8% | 0.03% | -13.9% |
| Q1 2020 | $5,576,000 | +1637.1% | 213,187 | +1657.2% | 0.04% | +1700.0% |
| Q4 2019 | $321,000 | – | 12,132 | – | 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% |