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 | $2,661,139 | +14.4% | 103,584 | +14.7% | 0.00% | 0.0% |
| Q2 2023 | $2,325,392 | +0.4% | 90,270 | +0.9% | 0.00% | 0.0% |
| Q1 2023 | $2,315,564 | +11.7% | 89,507 | +11.1% | 0.00% | 0.0% |
| Q4 2022 | $2,073,751 | +123.5% | 80,538 | +121.1% | 0.00% | +100.0% |
| Q3 2022 | $928,000 | +3.5% | 36,420 | +5.4% | 0.00% | 0.0% |
| Q2 2022 | $897,000 | +100.7% | 34,561 | +98.7% | 0.00% | +100.0% |
| Q1 2022 | $447,000 | +15.2% | 17,394 | +20.0% | 0.00% | 0.0% |
| Q4 2021 | $388,000 | +4.9% | 14,498 | +5.4% | 0.00% | 0.0% |
| Q3 2021 | $370,000 | +3.9% | 13,758 | +4.5% | 0.00% | 0.0% |
| Q2 2021 | $356,000 | +11.6% | 13,163 | +11.6% | 0.00% | 0.0% |
| Q1 2021 | $319,000 | +9.6% | 11,797 | +9.4% | 0.00% | 0.0% |
| Q4 2020 | $291,000 | +4.7% | 10,780 | +5.0% | 0.00% | 0.0% |
| Q3 2020 | $278,000 | +22.5% | 10,267 | +21.7% | 0.00% | 0.0% |
| Q2 2020 | $227,000 | +3.2% | 8,436 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $220,000 | – | 8,436 | – | 0.00% | – |
Download | ||||||
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% |