ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 107 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,147,261 | -0.9% | 122,509 | -0.6% | 0.02% | +23.5% |
| Q2 2023 | $3,176,299 | -3.2% | 123,304 | -2.8% | 0.02% | -5.6% |
| Q1 2023 | $3,281,676 | -9.8% | 126,853 | -10.2% | 0.02% | -10.0% |
| Q4 2022 | $3,636,625 | -1.5% | 141,228 | -2.4% | 0.02% | -9.1% |
| Q3 2022 | $3,693,000 | -1.2% | 144,768 | +0.7% | 0.02% | +4.8% |
| Q2 2022 | $3,739,000 | -3.8% | 143,814 | -3.8% | 0.02% | +10.5% |
| Q1 2022 | $3,885,000 | -4.5% | 149,435 | -1.5% | 0.02% | 0.0% |
| Q4 2021 | $4,069,000 | -0.6% | 151,698 | -0.2% | 0.02% | -5.0% |
| Q3 2021 | $4,094,000 | +3.4% | 151,954 | +3.6% | 0.02% | 0.0% |
| Q2 2021 | $3,960,000 | -1.3% | 146,728 | -1.3% | 0.02% | -9.1% |
| Q1 2021 | $4,014,000 | -4.3% | 148,691 | -4.0% | 0.02% | -12.0% |
| Q4 2020 | $4,194,000 | -4.3% | 154,810 | -4.3% | 0.02% | -13.8% |
| Q3 2020 | $4,384,000 | – | 161,804 | – | 0.03% | – |
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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% |