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 | $13,411,542 | -6.0% | 522,053 | -5.8% | 0.01% | 0.0% |
| Q2 2023 | $14,271,890 | -0.4% | 554,033 | +0.0% | 0.01% | 0.0% |
| Q1 2023 | $14,328,074 | -3.0% | 553,849 | -3.5% | 0.01% | -16.7% |
| Q4 2022 | $14,773,110 | +56.9% | 573,713 | +55.5% | 0.01% | +50.0% |
| Q3 2022 | $9,413,000 | +2.8% | 369,052 | +4.8% | 0.00% | 0.0% |
| Q2 2022 | $9,157,000 | +58.3% | 352,188 | +58.3% | 0.00% | +100.0% |
| Q1 2022 | $5,785,000 | -7.7% | 222,536 | -4.8% | 0.00% | 0.0% |
| Q4 2021 | $6,268,000 | +0.5% | 233,702 | +1.0% | 0.00% | 0.0% |
| Q3 2021 | $6,235,000 | -0.9% | 231,442 | -0.7% | 0.00% | 0.0% |
| Q2 2021 | $6,291,000 | +6.5% | 233,060 | +6.5% | 0.00% | 0.0% |
| Q1 2021 | $5,908,000 | -2.8% | 218,840 | -2.5% | 0.00% | 0.0% |
| Q4 2020 | $6,078,000 | -10.2% | 224,381 | -10.2% | 0.00% | -33.3% |
| Q3 2020 | $6,769,000 | +2.9% | 249,847 | +2.4% | 0.00% | 0.0% |
| Q2 2020 | $6,581,000 | +2.0% | 243,875 | -1.2% | 0.00% | 0.0% |
| Q1 2020 | $6,455,000 | +63.3% | 246,720 | +65.0% | 0.00% | +200.0% |
| Q4 2019 | $3,954,000 | -4.8% | 149,547 | -5.2% | 0.00% | -50.0% |
| Q3 2019 | $4,152,000 | -13.2% | 157,776 | -13.3% | 0.00% | 0.0% |
| Q2 2019 | $4,781,000 | -1.8% | 182,064 | -3.0% | 0.00% | 0.0% |
| Q1 2019 | $4,871,000 | +1332.6% | 187,648 | +1305.4% | 0.00% | – |
| Q4 2018 | $340,000 | – | 13,352 | – | 0.00% | – |
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% |