ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 104 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $482,298 | -36.9% | 18,600 | -37.5% | 0.11% | -42.3% |
| Q3 2023 | $764,277 | -0.3% | 29,750 | 0.0% | 0.19% | +3.3% |
| Q2 2023 | $766,360 | -0.4% | 29,750 | 0.0% | 0.18% | -2.1% |
| Q1 2023 | $769,632 | +100374.2% | 29,750 | 0.0% | 0.19% | -2.6% |
| Q4 2022 | $766 | -99.9% | 29,750 | 0.0% | 0.19% | +1.6% |
| Q3 2022 | $759,000 | -1.8% | 29,750 | 0.0% | 0.19% | +5.0% |
| Q2 2022 | $773,000 | 0.0% | 29,750 | 0.0% | 0.18% | +25.9% |
| Q1 2022 | $773,000 | -3.1% | 29,750 | 0.0% | 0.14% | +1.4% |
| Q4 2021 | $798,000 | +42.5% | 29,750 | +43.0% | 0.14% | +33.0% |
| Q3 2021 | $560,000 | +39.3% | 20,800 | +39.6% | 0.11% | +39.5% |
| Q2 2021 | $402,000 | – | 14,900 | – | 0.08% | – |
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% |