ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 152 filers reported holding ISHARES TR in Q2 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. | 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% |