ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 150 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,906 | -0.3% | 697 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $17,955 | -0.4% | 697 | 0.0% | 0.01% | -36.4% |
| Q1 2023 | $18,032 | +128.1% | 697 | +127.0% | 0.01% | +120.0% |
| Q4 2022 | $7,905 | +1.0% | 307 | 0.0% | 0.01% | -28.6% |
| Q3 2022 | $7,830 | -1.9% | 307 | 0.0% | 0.01% | +16.7% |
| Q2 2022 | $7,982 | +0.0% | 307 | 0.0% | 0.01% | -14.3% |
| Q1 2022 | $7,980 | – | 307 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 178,919 | $4,820,000 | 1.63% |
| SONATA CAPITAL GROUP INC | 96,054 | $2,588,000 | 1.16% |
| Paradigm, Strategies in Wealth Management, LLC | 38,608 | $1,040,000 | 0.98% |
| SENTINEL PENSION ADVISORS INC | 72,141 | $1,943,000 | 0.66% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 326,545 | $8,797,000 | 0.66% |
| Gateway Advisory, LLC | 105,030 | $2,830,000 | 0.59% |
| Paradiem, LLC | 61,475 | $1,651,000 | 0.49% |
| Peloton Wealth Strategists | 40,700 | $1,096,000 | 0.45% |
| CHILDRESS CAPITAL ADVISORS, LLC | 38,200 | $1,029,000 | 0.42% |
| Roof Eidam Maycock Peralta, LLC | 41,550 | $1,119,000 | 0.41% |