ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 160 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,355,577 | +0.3% | 52,047 | -0.0% | 0.59% | -3.4% |
| Q1 2024 | $1,351,352 | +2.6% | 52,055 | +2.5% | 0.62% | +1.0% |
| Q4 2023 | $1,316,959 | -7.3% | 50,789 | -8.0% | 0.61% | -8.0% |
| Q2 2023 | $1,421,411 | +3.8% | 55,179 | +4.2% | 0.66% | +1.8% |
| Q1 2023 | $1,369,791 | +3.2% | 52,949 | +2.7% | 0.65% | +0.2% |
| Q4 2022 | $1,327,232 | +26.0% | 51,543 | +24.9% | 0.65% | +21.3% |
| Q3 2022 | $1,053,000 | +91.5% | 41,282 | +95.3% | 0.54% | +100.4% |
| Q2 2022 | $550,000 | – | 21,140 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Roof Eidam Maycock Peralta, LLC | 42,700 | $1,108,000 | 0.44% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16,771 | $435,000 | 0.29% |
| Covington Investment Advisors Inc. | 28,140 | $731,000 | 0.25% |
| WRAPMANAGER INC | 22,185 | $576,000 | 0.19% |
| MANAGED ACCOUNT SERVICES INC | 8,029 | $207,000 | 0.12% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 49,419 | $1,283,000 | 0.10% |
| Ausdal Financial Partners, Inc. | 9,098 | $236,000 | 0.10% |
| Stonebridge Capital Advisors LLC | 17,416 | $452,000 | 0.08% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 28,995 | $753,000 | 0.08% |
| WealthBridge Capital Management, LLC | 4,700 | $122,000 | 0.08% |