ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 104 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,408 | -10.9% | 54,818 | -10.7% | 0.22% | +10.9% |
| Q2 2023 | $1,581 | -12.2% | 61,359 | -11.8% | 0.20% | -38.2% |
| Q1 2023 | $1,800 | +17.0% | 69,574 | +16.4% | 0.33% | -6.3% |
| Q4 2022 | $1,539 | -99.9% | 59,778 | -96.6% | 0.35% | -14.3% |
| Q3 2022 | $1,770,000 | +2.6% | 1,769,500 | +2566.8% | 0.41% | +54.2% |
| Q2 2022 | $1,725,000 | +2553.8% | 66,352 | -96.0% | 0.26% | -6.7% |
| Q1 2022 | $65,000 | -96.5% | 1,676,703 | +2284.1% | 0.28% | +13.2% |
| Q4 2021 | $1,860,000 | +4.3% | 70,328 | +6.1% | 0.25% | +2.5% |
| Q3 2021 | $1,784,000 | -21.0% | 66,255 | -20.5% | 0.24% | -32.2% |
| Q4 2020 | $2,257,000 | – | 83,315 | – | 0.36% | – |
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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% |