ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 107 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $232,598 | -4.9% | 9,029 | -4.5% | 0.09% | -10.1% |
| Q1 2023 | $244,634 | +0.5% | 9,456 | +0.1% | 0.10% | -3.9% |
| Q4 2022 | $243,342 | -7.1% | 9,450 | -8.2% | 0.10% | -14.2% |
| Q3 2022 | $262,000 | +4.8% | 10,290 | +7.0% | 0.12% | +11.1% |
| Q2 2022 | $250,000 | +12.6% | 9,619 | +12.3% | 0.11% | +28.6% |
| Q1 2022 | $222,000 | -3.1% | 8,562 | +0.0% | 0.08% | +1.2% |
| Q4 2021 | $229,000 | +157.3% | 8,559 | +156.2% | 0.08% | +159.4% |
| Q3 2021 | $89,000 | – | 3,341 | – | 0.03% | – |
Download | ||||||
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% |