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 | ||||
|---|---|---|---|---|---|---|
| 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. | 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% |