ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 108 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $211 | -55.2% | 8,160 | -55.4% | 0.00% | -66.7% |
| Q4 2022 | $471 | -99.9% | 18,282 | +35.2% | 0.00% | 0.0% |
| Q3 2022 | $345,000 | -6.8% | 13,520 | -5.0% | 0.00% | 0.0% |
| Q2 2022 | $370,000 | +22.1% | 14,225 | +22.0% | 0.00% | +50.0% |
| Q1 2022 | $303,000 | +21.2% | 11,659 | +25.4% | 0.00% | 0.0% |
| Q3 2021 | $250,000 | +20.8% | 9,298 | +21.3% | 0.00% | 0.0% |
| Q1 2021 | $207,000 | – | 7,668 | – | 0.00% | – |
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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% |