ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 96 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,171,562 | -0.3% | 84,529 | +0.0% | 0.01% | -11.1% |
| Q2 2023 | $2,177,370 | -52.4% | 84,525 | -52.2% | 0.01% | -55.0% |
| Q1 2023 | $4,573,933 | +89.1% | 176,805 | +88.2% | 0.02% | +66.7% |
| Q4 2022 | $2,419,393 | -12.1% | 93,957 | -12.9% | 0.01% | -25.0% |
| Q3 2022 | $2,753,000 | +57.4% | 107,924 | +60.5% | 0.02% | +45.5% |
| Q2 2022 | $1,749,000 | +1043.1% | 67,263 | +1039.7% | 0.01% | +1000.0% |
| Q1 2022 | $153,000 | -13.1% | 5,902 | -10.3% | 0.00% | 0.0% |
| Q4 2021 | $176,000 | +3.5% | 6,577 | +4.4% | 0.00% | 0.0% |
| Q3 2021 | $170,000 | +3.0% | 6,300 | +3.1% | 0.00% | -50.0% |
| Q2 2021 | $165,000 | -7.3% | 6,111 | -7.1% | 0.00% | 0.0% |
| Q1 2021 | $178,000 | -1.7% | 6,580 | -1.4% | 0.00% | 0.0% |
| Q4 2020 | $181,000 | +19.1% | 6,674 | +18.9% | 0.00% | -33.3% |
| Q3 2020 | $152,000 | +17.8% | 5,615 | +17.5% | 0.00% | +50.0% |
| Q2 2020 | $129,000 | +76.7% | 4,778 | +71.1% | 0.00% | 0.0% |
| Q1 2020 | $73,000 | – | 2,792 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 129,330 | $3,503,000 | 1.34% |
| SONATA CAPITAL GROUP INC | 60,223 | $1,631,000 | 0.81% |
| SENTINEL PENSION ADVISORS INC | 70,734 | $1,916,000 | 0.70% |
| Paradiem, LLC | 54,576 | $1,481,000 | 0.63% |
| Gateway Advisory, LLC | 97,342 | $2,637,000 | 0.57% |
| Peloton Wealth Strategists | 40,700 | $1,103,000 | 0.55% |
| Estate Counselors, LLC | 111,055 | $3,008,000 | 0.45% |
| Roof Eidam Maycock Peralta, LLC | 41,550 | $1,126,000 | 0.44% |
| Stonebridge Capital Advisors LLC | 91,653 | $2,483,000 | 0.38% |
| Paulson Wealth Management Inc. | 23,616 | $640,000 | 0.37% |