ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,434,144 | +50.6% | 55,825 | +51.0% | 0.63% | +55.0% |
| Q2 2023 | $952,218 | +110.5% | 36,965 | +111.4% | 0.41% | +92.0% |
| Q1 2023 | $452,259 | +15.6% | 17,482 | +15.1% | 0.21% | +9.8% |
| Q4 2022 | $391,168 | +10.8% | 15,191 | +9.9% | 0.19% | -2.0% |
| Q3 2022 | $353,000 | +47.7% | 13,826 | +50.4% | 0.20% | +56.3% |
| Q2 2022 | $239,000 | +14.4% | 9,194 | +14.5% | 0.13% | +24.8% |
| Q1 2022 | $209,000 | +2.5% | 8,029 | +5.5% | 0.10% | +6.3% |
| Q4 2021 | $204,000 | – | 7,613 | – | 0.10% | – |
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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% |