ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 108 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,792,417 | +13.1% | 69,771 | +13.4% | 0.00% | 0.0% |
| Q2 2023 | $1,584,575 | +1.4% | 61,513 | +1.8% | 0.00% | 0.0% |
| Q1 2023 | $1,562,522 | +51.1% | 60,399 | +50.4% | 0.00% | 0.0% |
| Q4 2022 | $1,034,120 | -20.1% | 40,160 | -20.9% | 0.00% | 0.0% |
| Q3 2022 | $1,295,000 | +34.5% | 50,789 | +37.1% | 0.00% | 0.0% |
| Q2 2022 | $963,000 | +11.1% | 37,054 | +11.0% | 0.00% | +100.0% |
| Q1 2022 | $867,000 | -22.5% | 33,370 | -20.0% | 0.00% | -50.0% |
| Q4 2021 | $1,119,000 | -0.8% | 41,714 | -0.4% | 0.00% | 0.0% |
| Q3 2021 | $1,128,000 | -0.9% | 41,883 | -0.6% | 0.00% | 0.0% |
| Q2 2021 | $1,138,000 | – | 42,146 | – | 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% |