ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 133 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $299,674 | -10.7% | 11,665 | -10.4% | 0.15% | -4.5% |
Q2 2023 | $335,524 | -10.2% | 13,025 | -9.9% | 0.16% | -11.8% |
Q1 2023 | $373,822 | +37.7% | 14,450 | +37.0% | 0.18% | +33.8% |
Q4 2022 | $271,534 | +13.6% | 10,545 | +12.5% | 0.13% | +9.0% |
Q3 2022 | $239,000 | -4.0% | 9,370 | -2.0% | 0.12% | -2.4% |
Q2 2022 | $249,000 | – | 9,565 | – | 0.12% | – |
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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% |