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% | – |
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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% |