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 | $3,228,668 | -0.3% | 125,678 | 0.0% | 0.97% | +5.2% |
| Q2 2023 | $3,237,465 | -0.4% | 125,678 | 0.0% | 0.92% | -8.7% |
| Q1 2023 | $3,251,290 | +104.4% | 125,678 | +105.4% | 1.01% | +68.1% |
| Q2 2022 | $1,591,000 | +0.1% | 61,180 | -0.5% | 0.60% | +15.4% |
| Q1 2022 | $1,590,000 | -2.2% | 61,475 | 0.0% | 0.52% | -1.7% |
| Q4 2021 | $1,625,000 | -1.6% | 61,475 | 0.0% | 0.53% | +7.7% |
| Q3 2021 | $1,651,000 | -0.7% | 61,475 | 0.0% | 0.49% | -4.7% |
| Q2 2021 | $1,662,000 | +0.1% | 61,475 | 0.0% | 0.52% | -5.8% |
| Q1 2021 | $1,660,000 | +12.1% | 61,475 | +12.6% | 0.55% | -12.6% |
| Q4 2020 | $1,481,000 | – | 54,576 | – | 0.63% | – |
Download | ||||||
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% |