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 | $16,992,290 | -0.8% | 661,436 | -0.5% | 0.03% | 0.0% |
| Q2 2023 | $17,127,721 | -0.9% | 664,896 | -0.5% | 0.03% | -3.4% |
| Q1 2023 | $17,283,618 | -8.8% | 668,095 | -9.2% | 0.03% | -14.7% |
| Q4 2022 | $18,955,734 | +25.0% | 736,145 | +23.8% | 0.03% | +9.7% |
| Q3 2022 | $15,168,000 | +21.8% | 594,659 | +24.1% | 0.03% | +29.2% |
| Q2 2022 | $12,457,000 | +32.6% | 479,121 | +32.6% | 0.02% | +50.0% |
| Q1 2022 | $9,394,000 | +7.0% | 361,388 | +10.4% | 0.02% | +14.3% |
| Q4 2021 | $8,777,000 | +5.8% | 327,292 | +6.3% | 0.01% | -12.5% |
| Q3 2021 | $8,293,000 | -2.0% | 307,846 | -1.8% | 0.02% | 0.0% |
| Q2 2021 | $8,462,000 | -2.2% | 313,493 | -2.2% | 0.02% | -11.1% |
| Q1 2021 | $8,653,000 | +28.2% | 320,561 | +28.7% | 0.02% | +20.0% |
| Q4 2020 | $6,751,000 | +7.5% | 249,167 | +7.6% | 0.02% | 0.0% |
| Q3 2020 | $6,278,000 | +83.6% | 231,673 | +82.9% | 0.02% | +66.7% |
| Q2 2020 | $3,419,000 | – | 126,700 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 129,330 | $3,503,000 | 1.34% |
| SONATA CAPITAL GROUP INC | 60,223 | $1,631,000 | 0.81% |
| SENTINEL PENSION ADVISORS INC | 70,734 | $1,916,000 | 0.70% |
| Paradiem, LLC | 54,576 | $1,481,000 | 0.63% |
| Gateway Advisory, LLC | 97,342 | $2,637,000 | 0.57% |
| Peloton Wealth Strategists | 40,700 | $1,103,000 | 0.55% |
| Estate Counselors, LLC | 111,055 | $3,008,000 | 0.45% |
| Roof Eidam Maycock Peralta, LLC | 41,550 | $1,126,000 | 0.44% |
| Stonebridge Capital Advisors LLC | 91,653 | $2,483,000 | 0.38% |
| Paulson Wealth Management Inc. | 23,616 | $640,000 | 0.37% |