ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,515 | -0.3% | 565 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $14,554 | -62.6% | 565 | -62.5% | 0.00% | -66.7% |
| Q1 2023 | $38,960 | +0.5% | 1,506 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $38,780 | +2.1% | 1,506 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $38,000 | -2.6% | 1,506 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $39,000 | 0.0% | 1,506 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $39,000 | -2.5% | 1,506 | 0.0% | 0.00% | -25.0% |
| Q4 2021 | $40,000 | -2.4% | 1,506 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $41,000 | 0.0% | 1,506 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $41,000 | 0.0% | 1,506 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $41,000 | +2.5% | 1,506 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $40,000 | 0.0% | 1,506 | 0.0% | 0.01% | -22.2% |
| Q3 2020 | $40,000 | -2.4% | 1,506 | 0.0% | 0.01% | -10.0% |
| Q2 2020 | $41,000 | – | 1,506 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 121,639 | $3,296,000 | 1.46% |
| SENTINEL PENSION ADVISORS INC | 76,120 | $2,062,000 | 0.80% |
| Peloton Wealth Strategists | 39,700 | $1,076,000 | 0.60% |
| SONATA CAPITAL GROUP INC | 37,133 | $1,006,000 | 0.59% |
| Estate Counselors, LLC | 113,075 | $3,064,000 | 0.48% |
| Paulson Wealth Management Inc. | 26,064 | $706,000 | 0.46% |
| Roof Eidam Maycock Peralta, LLC | 41,550 | $1,126,000 | 0.44% |
| Stonebridge Capital Advisors LLC | 78,895 | $2,138,000 | 0.38% |
| Capital Directions Investment Advisors, LLC | 31,448 | $852,000 | 0.32% |
| Covington Investment Advisors Inc. | 37,423 | $1,014,000 | 0.29% |