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 | $5,364,380 | -7.2% | 208,812 | -7.0% | 1.70% | -4.6% |
| Q2 2023 | $5,782,372 | +3.5% | 224,471 | +3.9% | 1.79% | -1.6% |
| Q1 2023 | $5,587,066 | +13.2% | 215,967 | +12.6% | 1.82% | +2.1% |
| Q4 2022 | $4,937,227 | -2.4% | 191,737 | -3.4% | 1.78% | -6.3% |
| Q3 2022 | $5,061,000 | -7.8% | 198,462 | -6.0% | 1.90% | -5.9% |
| Q2 2022 | $5,490,000 | +3.4% | 211,166 | +3.4% | 2.02% | +11.5% |
| Q1 2022 | $5,309,000 | +7.6% | 204,245 | +11.0% | 1.81% | +12.9% |
| Q4 2021 | $4,932,000 | +2.3% | 183,939 | +2.8% | 1.60% | -2.0% |
| Q3 2021 | $4,820,000 | +6.3% | 178,919 | +6.5% | 1.63% | +7.9% |
| Q2 2021 | $4,535,000 | +20.5% | 168,043 | +20.5% | 1.52% | +14.2% |
| Q1 2021 | $3,765,000 | +7.5% | 139,497 | +7.9% | 1.33% | -0.8% |
| Q4 2020 | $3,503,000 | +6.3% | 129,330 | +6.3% | 1.34% | -8.0% |
| Q3 2020 | $3,296,000 | +11.5% | 121,639 | +11.1% | 1.46% | +0.6% |
| Q2 2020 | $2,955,000 | – | 109,511 | – | 1.45% | – |
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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% |