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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $284,487 | -12.0% | 11,044 | -11.7% | 0.02% | -18.5% |
| Q1 2023 | $323,453 | +2.2% | 12,503 | +1.7% | 0.03% | -12.9% |
| Q4 2022 | $316,610 | -2.6% | 12,296 | -3.6% | 0.03% | -16.2% |
| Q3 2022 | $325,000 | -15.1% | 12,750 | -13.5% | 0.04% | -14.0% |
| Q2 2022 | $383,000 | -28.1% | 14,745 | -28.0% | 0.04% | -18.9% |
| Q1 2022 | $533,000 | -31.8% | 20,493 | -29.7% | 0.05% | -31.2% |
| Q4 2021 | $782,000 | -13.4% | 29,145 | -13.0% | 0.08% | -23.0% |
| Q3 2021 | $903,000 | +30.7% | 33,509 | +30.8% | 0.10% | +26.6% |
| Q2 2021 | $691,000 | +122.9% | 25,619 | +123.4% | 0.08% | +97.5% |
| Q1 2021 | $310,000 | – | 11,467 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 178,919 | $4,820,000 | 1.63% |
| SONATA CAPITAL GROUP INC | 96,054 | $2,588,000 | 1.16% |
| Paradigm, Strategies in Wealth Management, LLC | 38,608 | $1,040,000 | 0.98% |
| SENTINEL PENSION ADVISORS INC | 72,141 | $1,943,000 | 0.66% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 326,545 | $8,797,000 | 0.66% |
| Gateway Advisory, LLC | 105,030 | $2,830,000 | 0.59% |
| Paradiem, LLC | 61,475 | $1,651,000 | 0.49% |
| Peloton Wealth Strategists | 40,700 | $1,096,000 | 0.45% |
| CHILDRESS CAPITAL ADVISORS, LLC | 38,200 | $1,029,000 | 0.42% |
| Roof Eidam Maycock Peralta, LLC | 41,550 | $1,119,000 | 0.41% |