ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 155 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,631,341 | -0.6% | 63,501 | -0.3% | 1.04% | -6.3% |
| Q2 2023 | $1,641,118 | +3.2% | 63,708 | +3.7% | 1.11% | -11.3% |
| Q1 2023 | $1,589,944 | +0.5% | 61,459 | 0.0% | 1.25% | -11.2% |
| Q4 2022 | $1,582,569 | +36.1% | 61,459 | +34.8% | 1.41% | +32.7% |
| Q3 2022 | $1,163,000 | +12.6% | 45,601 | +14.8% | 1.06% | -5.7% |
| Q2 2022 | $1,033,000 | 0.0% | 39,724 | 0.0% | 1.12% | +4.2% |
| Q1 2022 | $1,033,000 | -3.0% | 39,724 | 0.0% | 1.08% | +0.1% |
| Q4 2021 | $1,065,000 | +2.4% | 39,724 | +2.9% | 1.08% | +9.9% |
| Q3 2021 | $1,040,000 | +3.8% | 38,608 | +4.0% | 0.98% | +9.0% |
| Q2 2021 | $1,002,000 | +55.3% | 37,128 | +55.3% | 0.90% | +44.6% |
| Q1 2021 | $645,000 | – | 23,903 | – | 0.62% | – |
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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% |