ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 106 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,475 | -99.6% | 172,980 | +277.6% | 0.18% | +182.8% |
| Q2 2022 | $1,191,000 | +57.5% | 45,807 | +62.4% | 0.06% | +220.0% |
| Q4 2021 | $756,000 | +195.3% | 28,206 | +197.2% | 0.02% | +100.0% |
| Q3 2021 | $256,000 | -64.5% | 9,489 | -64.5% | 0.01% | -72.2% |
| Q2 2021 | $721,000 | +80.2% | 26,703 | +80.2% | 0.04% | +12.5% |
| Q2 2020 | $400,000 | -60.6% | 14,820 | -61.4% | 0.03% | -62.8% |
| Q4 2019 | $1,014,000 | +83.4% | 38,358 | +82.2% | 0.09% | +138.9% |
| Q2 2019 | $553,000 | – | 21,053 | – | 0.04% | – |
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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% |