ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 133 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $448,006 | +22.4% | 17,278 | +21.3% | 0.36% | 0.0% |
| Q3 2023 | $366,029 | -3.7% | 14,248 | -3.5% | 0.36% | -5.8% |
| Q2 2023 | $380,259 | -2.9% | 14,762 | -2.5% | 0.38% | -16.1% |
| Q1 2023 | $391,539 | -8.1% | 15,135 | -8.6% | 0.45% | -12.2% |
| Q4 2022 | $426,200 | +44.0% | 16,551 | +42.4% | 0.52% | +36.9% |
| Q3 2022 | $296,000 | -22.1% | 11,624 | -20.4% | 0.38% | -12.7% |
| Q2 2022 | $380,000 | -2.8% | 14,611 | -2.9% | 0.43% | +15.2% |
| Q1 2022 | $391,000 | 0.0% | 15,054 | +3.4% | 0.38% | +5.0% |
| Q4 2021 | $391,000 | – | 14,565 | – | 0.36% | – |
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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% |