ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 155 filers reported holding ISHARES TR in Q1 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. | 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% |