ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 106 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,605,423 | -6.9% | 179,269 | -6.7% | 0.08% | -4.7% |
Q2 2023 | $4,947,225 | +128099.7% | 192,051 | +28.8% | 0.08% | +6.2% |
Q1 2023 | $3,859 | +37.9% | 149,160 | +37.3% | 0.08% | +5.3% |
Q4 2022 | $2,798 | -99.6% | 108,673 | +297.6% | 0.08% | +245.5% |
Q3 2022 | $697,000 | +7.9% | 27,332 | +10.0% | 0.02% | +10.0% |
Q2 2022 | $646,000 | -13.2% | 24,856 | -13.2% | 0.02% | -13.0% |
Q1 2022 | $744,000 | -11.3% | 28,625 | -8.5% | 0.02% | -8.0% |
Q4 2021 | $839,000 | +29.7% | 31,288 | +30.3% | 0.02% | +19.0% |
Q3 2021 | $647,000 | -1.4% | 24,019 | -1.1% | 0.02% | -8.7% |
Q2 2021 | $656,000 | +2.8% | 24,289 | +2.8% | 0.02% | -11.5% |
Q1 2021 | $638,000 | +7.4% | 23,632 | +7.7% | 0.03% | -7.1% |
Q4 2020 | $594,000 | – | 21,937 | – | 0.03% | – |
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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% |