ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 107 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,064,250 | -7.8% | 119,278 | -7.5% | 0.34% | -4.5% |
| Q2 2023 | $3,323,455 | -2.5% | 129,016 | -2.1% | 0.35% | -9.3% |
| Q1 2023 | $3,409,269 | +3.0% | 131,785 | +2.5% | 0.39% | -0.8% |
| Q4 2022 | $3,309,927 | +2.0% | 128,541 | +1.1% | 0.39% | -6.2% |
| Q3 2022 | $3,244,000 | +0.4% | 127,175 | +2.3% | 0.42% | +6.6% |
| Q2 2022 | $3,232,000 | +19.9% | 124,306 | +19.9% | 0.39% | +34.7% |
| Q1 2022 | $2,695,000 | +1.3% | 103,661 | +4.5% | 0.29% | -1.0% |
| Q4 2021 | $2,660,000 | +3.8% | 99,187 | +4.3% | 0.29% | -5.8% |
| Q3 2021 | $2,563,000 | -50.1% | 95,128 | -50.0% | 0.31% | -4.0% |
| Q2 2021 | $5,134,000 | +100.3% | 190,218 | +100.3% | 0.32% | -4.1% |
| Q1 2021 | $2,563,000 | +3.2% | 94,961 | +3.6% | 0.34% | -9.8% |
| Q4 2020 | $2,483,000 | +16.1% | 91,653 | +16.2% | 0.38% | -2.1% |
| Q3 2020 | $2,138,000 | +3.1% | 78,895 | +2.7% | 0.38% | 0.0% |
| Q2 2020 | $2,073,000 | +4.4% | 76,816 | +1.2% | 0.38% | -8.4% |
| Q1 2020 | $1,985,000 | +10.5% | 75,888 | +11.7% | 0.42% | +43.0% |
| Q4 2019 | $1,796,000 | +30.1% | 67,931 | +29.5% | 0.29% | +23.1% |
| Q3 2019 | $1,381,000 | +113.8% | 52,464 | +113.1% | 0.24% | +107.0% |
| Q2 2019 | $646,000 | +42.9% | 24,618 | +41.4% | 0.12% | +36.9% |
| Q1 2019 | $452,000 | +84.5% | 17,416 | +80.7% | 0.08% | +47.4% |
| Q4 2018 | $245,000 | – | 9,640 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 183,939 | $4,932,000 | 1.60% |
| SONATA CAPITAL GROUP INC | 108,500 | $2,909,000 | 1.22% |
| Paradigm, Strategies in Wealth Management, LLC | 39,724 | $1,065,000 | 1.08% |
| Gateway Advisory, LLC | 182,522 | $4,894,000 | 1.04% |
| SENTINEL PENSION ADVISORS INC | 96,629 | $2,591,000 | 0.82% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 336,835 | $9,032,000 | 0.60% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 59,517 | $1,596,000 | 0.54% |
| Paradiem, LLC | 61,475 | $1,625,000 | 0.53% |
| CHILDRESS CAPITAL ADVISORS, LLC | 38,200 | $1,024,000 | 0.42% |
| Peloton Wealth Strategists | 36,700 | $984,000 | 0.39% |