ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 152 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $204,775 | -13.5% | 7,971 | -12.9% | 0.04% | -15.6% |
| Q1 2023 | $236,711 | +0.5% | 9,150 | 0.0% | 0.04% | -6.2% |
| Q4 2022 | $235,613 | +1.1% | 9,150 | 0.0% | 0.05% | -14.3% |
| Q3 2022 | $233,000 | -2.1% | 9,150 | 0.0% | 0.06% | 0.0% |
| Q2 2022 | $238,000 | 0.0% | 9,150 | 0.0% | 0.06% | +19.1% |
| Q1 2022 | $238,000 | -2.9% | 9,150 | 0.0% | 0.05% | -9.6% |
| Q4 2021 | $245,000 | -0.8% | 9,150 | 0.0% | 0.05% | -40.2% |
| Q3 2021 | $247,000 | -0.4% | 9,150 | -0.5% | 0.09% | +47.5% |
| Q2 2021 | $248,000 | +19.2% | 9,200 | -86.4% | 0.06% | +15.7% |
| Q1 2021 | $208,000 | +7.8% | 67,489 | +0.5% | 0.05% | -10.5% |
| Q4 2020 | $193,000 | – | 67,122 | – | 0.06% | – |
Download | ||||||
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% |