ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 150 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,634,356 | -5.9% | 102,546 | -5.6% | 0.03% | -28.3% |
| Q2 2023 | $2,798,853 | -21.3% | 108,651 | -21.0% | 0.05% | -24.6% |
| Q1 2023 | $3,556,044 | +5.3% | 137,457 | +4.8% | 0.06% | -6.2% |
| Q4 2022 | $3,376,555 | +23.6% | 131,127 | +22.4% | 0.06% | +6.6% |
| Q3 2022 | $2,732,000 | +150.9% | 107,124 | +155.9% | 0.06% | +165.2% |
| Q2 2022 | $1,089,000 | +70.2% | 41,860 | +70.1% | 0.02% | +155.6% |
| Q1 2022 | $640,000 | +73.4% | 24,614 | +79.0% | 0.01% | -10.0% |
| Q4 2021 | $369,000 | -12.6% | 13,754 | -12.1% | 0.01% | 0.0% |
| Q3 2021 | $422,000 | 0.0% | 15,651 | +0.0% | 0.01% | -33.3% |
| Q2 2021 | $422,000 | 0.0% | 15,647 | +0.1% | 0.02% | -42.3% |
| Q1 2021 | $422,000 | 0.0% | 15,636 | +0.1% | 0.03% | -10.3% |
| Q4 2020 | $422,000 | -0.2% | 15,628 | +0.1% | 0.03% | -29.3% |
| Q3 2020 | $423,000 | +0.5% | 15,610 | +0.1% | 0.04% | -2.4% |
| Q2 2020 | $421,000 | +94.0% | 15,594 | +87.6% | 0.04% | +20.0% |
| Q1 2020 | $217,000 | – | 8,311 | – | 0.04% | – |
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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% |