ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 108 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,213,596 | +6.3% | 47,240 | +6.6% | 0.15% | +0.7% |
| Q2 2023 | $1,141,657 | -2.4% | 44,319 | -2.0% | 0.15% | -6.8% |
| Q1 2023 | $1,170,126 | +85.9% | 45,231 | +85.0% | 0.16% | +21.1% |
| Q4 2022 | $629,588 | +7.1% | 24,450 | +6.1% | 0.13% | +0.8% |
| Q3 2022 | $588,000 | -8.0% | 23,037 | -6.2% | 0.13% | -1.5% |
| Q2 2022 | $639,000 | +26.8% | 24,567 | +26.8% | 0.13% | +39.6% |
| Q1 2022 | $504,000 | +22.9% | 19,370 | +26.8% | 0.10% | +24.7% |
| Q4 2021 | $410,000 | +20.9% | 15,281 | +21.3% | 0.08% | +8.5% |
| Q3 2021 | $339,000 | – | 12,600 | – | 0.07% | – |
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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% |