ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 134 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $775,151 | -43.1% | 29,762 | -43.3% | 0.00% | -50.0% |
| Q1 2024 | $1,363,102 | -11.1% | 52,528 | -11.1% | 0.00% | -33.3% |
| Q4 2023 | $1,532,437 | -14.5% | 59,099 | -15.3% | 0.00% | +50.0% |
| 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 ↓ |
|---|---|---|---|
| Roof Eidam Maycock Peralta, LLC | 42,700 | $1,108,000 | 0.44% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16,771 | $435,000 | 0.29% |
| Covington Investment Advisors Inc. | 28,140 | $731,000 | 0.25% |
| WRAPMANAGER INC | 22,185 | $576,000 | 0.19% |
| MANAGED ACCOUNT SERVICES INC | 8,029 | $207,000 | 0.12% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 49,419 | $1,283,000 | 0.10% |
| Ausdal Financial Partners, Inc. | 9,098 | $236,000 | 0.10% |
| Stonebridge Capital Advisors LLC | 17,416 | $452,000 | 0.08% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 28,995 | $753,000 | 0.08% |
| WealthBridge Capital Management, LLC | 4,700 | $122,000 | 0.08% |