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. | 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% |