ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 160 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,825,887 | -1.9% | 146,895 | -2.2% | 0.30% | -7.4% |
| Q1 2024 | $3,898,205 | +0.2% | 150,220 | +0.1% | 0.32% | -10.0% |
| Q4 2023 | $3,891,410 | -14.7% | 150,074 | -15.5% | 0.36% | -24.4% |
| Q3 2023 | $4,562,506 | -1.3% | 177,599 | -1.0% | 0.48% | -1.4% |
| Q2 2023 | $4,622,564 | -2.2% | 179,447 | -1.8% | 0.48% | -5.3% |
| Q1 2023 | $4,727,771 | +23.6% | 182,751 | +23.0% | 0.51% | +13.6% |
| Q4 2022 | $3,825,328 | – | 148,556 | – | 0.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paulson Wealth Management Inc. | 24,749 | $651,000 | 0.49% |
| Roof Eidam Maycock Peralta, LLC | 42,700 | $1,124,000 | 0.46% |
| Peloton Wealth Strategists | 22,000 | $579,000 | 0.37% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16,771 | $441,000 | 0.30% |
| Covington Investment Advisors Inc. | 29,205 | $769,000 | 0.26% |
| Capital Directions Investment Advisors, LLC | 28,596 | $753,000 | 0.25% |
| Stonebridge Capital Advisors LLC | 52,464 | $1,381,000 | 0.24% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 121,960 | $3,209,000 | 0.21% |
| WRAPMANAGER INC | 21,401 | $563,000 | 0.19% |
| Ausdal Financial Partners, Inc. | 13,281 | $349,000 | 0.12% |