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 | $870,147 | -9.3% | 33,871 | -9.1% | 0.10% | -4.7% |
| Q2 2023 | $959,830 | -23.3% | 37,260 | -23.0% | 0.11% | -26.7% |
| Q1 2023 | $1,251,934 | -18.3% | 48,393 | -18.7% | 0.15% | -23.6% |
| Q4 2022 | $1,532,462 | -21.5% | 59,513 | -22.3% | 0.19% | -27.9% |
| Q3 2022 | $1,953,000 | -9.6% | 76,597 | -7.8% | 0.26% | -4.3% |
| Q2 2022 | $2,161,000 | +18.7% | 83,120 | +18.6% | 0.28% | +33.2% |
| Q1 2022 | $1,821,000 | +1.4% | 70,056 | +6.5% | 0.21% | +6.1% |
| Q4 2021 | $1,795,000 | +34.2% | 65,804 | +32.4% | 0.20% | +26.5% |
| Q3 2021 | $1,338,000 | -4.9% | 49,703 | -4.7% | 0.16% | -5.5% |
| Q2 2021 | $1,407,000 | +18.3% | 52,162 | +18.4% | 0.16% | -6.3% |
| Q1 2021 | $1,189,000 | -3.0% | 44,070 | -2.6% | 0.18% | -6.4% |
| Q4 2020 | $1,226,000 | -0.6% | 45,266 | -0.5% | 0.19% | -9.2% |
| Q3 2020 | $1,233,000 | +123.8% | 45,516 | +122.7% | 0.21% | +110.2% |
| Q2 2020 | $551,000 | +38.4% | 20,437 | +34.2% | 0.10% | +19.5% |
| Q1 2020 | $398,000 | +25.6% | 15,232 | +26.9% | 0.08% | +41.4% |
| Q4 2019 | $317,000 | – | 12,005 | – | 0.06% | – |
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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% |