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 | $2,814,820 | +3.8% | 109,569 | +4.1% | 0.57% | 0.0% |
| Q2 2023 | $2,710,540 | +63842.9% | 105,223 | -35.8% | 0.57% | -39.2% |
| Q1 2023 | $4,239 | +25.5% | 163,852 | +24.9% | 0.94% | +8.9% |
| Q4 2022 | $3,379 | -99.9% | 131,222 | -21.1% | 0.87% | -17.6% |
| Q3 2022 | $4,241,000 | -8.8% | 166,263 | -7.0% | 1.05% | -46.9% |
| Q2 2022 | $4,650,000 | +1.9% | 178,852 | +1.9% | 1.98% | +59.7% |
| Q1 2022 | $4,562,000 | -6.8% | 175,484 | -3.9% | 1.24% | +18.9% |
| Q4 2021 | $4,894,000 | +72.9% | 182,522 | +73.8% | 1.04% | +77.1% |
| Q3 2021 | $2,830,000 | +3.9% | 105,030 | +4.1% | 0.59% | +1.6% |
| Q2 2021 | $2,724,000 | -1.8% | 100,926 | -1.8% | 0.58% | -17.4% |
| Q1 2021 | $2,774,000 | +5.2% | 102,748 | +5.6% | 0.70% | +22.3% |
| Q4 2020 | $2,637,000 | – | 97,342 | – | 0.57% | – |
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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% |