ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 148 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $521,205 | +0.0% | 20,288 | +0.3% | 0.01% | +10.0% |
| Q2 2023 | $521,169 | -0.2% | 20,232 | +0.2% | 0.01% | -9.1% |
| Q1 2023 | $522,195 | +57.3% | 20,185 | +56.6% | 0.01% | +37.5% |
| Q4 2022 | $331,985 | -0.3% | 12,893 | -1.4% | 0.01% | 0.0% |
| Q3 2022 | $333,000 | +57.1% | 13,071 | +60.4% | 0.01% | +60.0% |
| Q2 2022 | $212,000 | -7.8% | 8,147 | -6.2% | 0.01% | -28.6% |
| Q4 2019 | $230,000 | -30.9% | 8,687 | -33.7% | 0.01% | -53.3% |
| Q4 2018 | $333,000 | – | 13,097 | – | 0.02% | – |
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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% |