ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 104 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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. | 183,939 | $4,932,000 | 1.60% |
| SONATA CAPITAL GROUP INC | 108,500 | $2,909,000 | 1.22% |
| Paradigm, Strategies in Wealth Management, LLC | 39,724 | $1,065,000 | 1.08% |
| Gateway Advisory, LLC | 182,522 | $4,894,000 | 1.04% |
| SENTINEL PENSION ADVISORS INC | 96,629 | $2,591,000 | 0.82% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 336,835 | $9,032,000 | 0.60% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 59,517 | $1,596,000 | 0.54% |
| Paradiem, LLC | 61,475 | $1,625,000 | 0.53% |
| CHILDRESS CAPITAL ADVISORS, LLC | 38,200 | $1,024,000 | 0.42% |
| Peloton Wealth Strategists | 36,700 | $984,000 | 0.39% |