ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 155 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $756,442 | -11.3% | 29,445 | -11.0% | 0.04% | -7.3% |
| Q2 2023 | $852,656 | +21.6% | 33,100 | +22.1% | 0.04% | -4.7% |
| Q1 2023 | $701,077 | +0.5% | 27,100 | 0.0% | 0.04% | -14.0% |
| Q4 2022 | $697,825 | -43.5% | 27,100 | -44.0% | 0.05% | -51.0% |
| Q3 2022 | $1,234,000 | -4.7% | 48,400 | -2.8% | 0.10% | -5.6% |
| Q2 2022 | $1,295,000 | 0.0% | 49,800 | 0.0% | 0.11% | +17.4% |
| Q1 2022 | $1,295,000 | -3.0% | 49,800 | 0.0% | 0.09% | -8.0% |
| Q4 2021 | $1,335,000 | +5.9% | 49,800 | +6.4% | 0.10% | -42.2% |
| Q3 2021 | $1,261,000 | – | 46,800 | – | 0.17% | – |
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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% |