ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 148 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
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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% |