ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 107 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,294 | -2.7% | 322,846 | -2.4% | 0.02% | 0.0% |
| Q2 2023 | $8,521 | +1.2% | 330,787 | +1.6% | 0.02% | -5.6% |
| Q1 2023 | $8,419 | +20.7% | 325,463 | +20.2% | 0.02% | +5.9% |
| Q4 2022 | $6,974 | -99.8% | 270,848 | +56.4% | 0.02% | +54.5% |
| Q3 2022 | $4,416,000 | +11.2% | 173,155 | +13.4% | 0.01% | +10.0% |
| Q2 2022 | $3,970,000 | +6.1% | 152,711 | +6.1% | 0.01% | +11.1% |
| Q1 2022 | $3,742,000 | +8.5% | 143,976 | +12.0% | 0.01% | +12.5% |
| Q4 2021 | $3,448,000 | +106.6% | 128,599 | +107.6% | 0.01% | +100.0% |
| Q3 2021 | $1,669,000 | +10.0% | 61,955 | +10.2% | 0.00% | 0.0% |
| Q2 2021 | $1,517,000 | -47.9% | 56,229 | -47.9% | 0.00% | -50.0% |
| Q1 2021 | $2,914,000 | +5.7% | 107,977 | +6.1% | 0.01% | 0.0% |
| Q4 2020 | $2,757,000 | +15.8% | 101,784 | +15.8% | 0.01% | 0.0% |
| Q3 2020 | $2,381,000 | +9.3% | 87,896 | +8.9% | 0.01% | 0.0% |
| Q2 2020 | $2,178,000 | -3.7% | 80,737 | -6.6% | 0.01% | -27.3% |
| Q1 2020 | $2,261,000 | +4.9% | 86,460 | +6.0% | 0.01% | +37.5% |
| Q4 2019 | $2,155,000 | +6.1% | 81,535 | +5.6% | 0.01% | -11.1% |
| Q3 2019 | $2,031,000 | 0.0% | 77,192 | -0.2% | 0.01% | 0.0% |
| Q2 2019 | $2,031,000 | +5.4% | 77,347 | +4.2% | 0.01% | 0.0% |
| Q1 2019 | $1,927,000 | +43.9% | 74,258 | +41.2% | 0.01% | +28.6% |
| Q4 2018 | $1,339,000 | – | 52,606 | – | 0.01% | – |
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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% |