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 | $1,185,344 | -57.6% | 46,141 | -58.0% | 0.05% | -13.1% |
| Q2 2023 | $2,797,663 | +93.1% | 109,926 | +90.7% | 0.06% | -3.2% |
| Q1 2023 | $1,449,126 | +89352.2% | 57,642 | -10.5% | 0.06% | +46.5% |
| Q4 2022 | $1,620 | -99.7% | 64,401 | +214.2% | 0.04% | +230.8% |
| Q3 2022 | $517,000 | +163.8% | 20,495 | +163.2% | 0.01% | +116.7% |
| Q2 2022 | $196,000 | -32.6% | 7,788 | -32.7% | 0.01% | +50.0% |
| Q1 2022 | $291,000 | – | 11,576 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2020 | $103,000 | 0.0% | 3,788 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $103,000 | – | 3,788 | – | 0.01% | – |
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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% |