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 | $5,463 | +11.7% | 212,647 | +11.8% | 1.16% | +15.5% |
| Q2 2023 | $4,890 | +2.8% | 190,202 | +3.4% | 1.01% | -5.6% |
| Q1 2023 | $4,757 | +53.6% | 183,872 | +52.9% | 1.07% | +44.0% |
| Q4 2022 | $3,097 | -99.8% | 120,272 | +51.4% | 0.74% | +41.1% |
| Q3 2022 | $2,027,000 | +10.8% | 79,457 | +12.9% | 0.52% | +13.6% |
| Q2 2022 | $1,829,000 | +0.5% | 70,357 | +0.5% | 0.46% | +21.3% |
| Q1 2022 | $1,820,000 | +52.0% | 70,007 | +56.9% | 0.38% | +56.1% |
| Q4 2021 | $1,197,000 | +5.8% | 44,627 | +6.3% | 0.24% | +0.4% |
| Q3 2021 | $1,131,000 | +0.5% | 41,985 | +0.7% | 0.24% | -1.6% |
| Q2 2021 | $1,125,000 | +1.4% | 41,688 | +1.5% | 0.25% | -7.8% |
| Q1 2021 | $1,109,000 | +9.7% | 41,068 | +10.0% | 0.27% | +2.7% |
| Q4 2020 | $1,011,000 | -0.3% | 37,323 | -0.3% | 0.26% | -10.3% |
| Q3 2020 | $1,014,000 | +1.9% | 37,423 | +1.5% | 0.29% | -4.9% |
| Q2 2020 | $995,000 | +5.7% | 36,883 | +2.6% | 0.31% | -14.5% |
| Q1 2020 | $941,000 | -2.1% | 35,953 | -1.0% | 0.36% | +20.9% |
| Q4 2019 | $961,000 | +25.0% | 36,333 | +24.4% | 0.30% | +13.4% |
| Q3 2019 | $769,000 | +0.3% | 29,205 | 0.0% | 0.26% | +4.4% |
| Q2 2019 | $767,000 | +4.9% | 29,205 | +3.8% | 0.25% | +1.2% |
| Q1 2019 | $731,000 | +19.6% | 28,140 | +17.2% | 0.25% | +6.5% |
| Q4 2018 | $611,000 | – | 24,010 | – | 0.23% | – |
Download | ||||||
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% |