ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 148 filers reported holding ISHARES TR in Q3 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% | – |
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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% |