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 | $13,407,637 | -40.4% | 521,901 | -40.2% | 0.00% | -33.3% |
| Q2 2023 | $22,478,474 | -1.1% | 872,611 | -0.7% | 0.01% | -14.3% |
| Q1 2023 | $22,724,990 | +7.4% | 878,430 | +6.9% | 0.01% | +16.7% |
| Q4 2022 | $21,155,942 | +49.7% | 821,590 | +48.3% | 0.01% | +20.0% |
| Q3 2022 | $14,131,000 | +3.2% | 554,055 | +5.2% | 0.01% | +25.0% |
| Q2 2022 | $13,696,000 | +7.9% | 526,778 | +7.9% | 0.00% | +33.3% |
| Q1 2022 | $12,696,000 | +16.7% | 488,411 | +20.3% | 0.00% | 0.0% |
| Q4 2021 | $10,883,000 | +15.0% | 405,863 | +15.6% | 0.00% | +50.0% |
| Q3 2021 | $9,462,000 | +7.2% | 351,240 | +7.4% | 0.00% | 0.0% |
| Q2 2021 | $8,825,000 | -3.8% | 326,964 | -3.8% | 0.00% | 0.0% |
| Q1 2021 | $9,172,000 | +10.5% | 339,739 | +10.9% | 0.00% | 0.0% |
| Q4 2020 | $8,297,000 | +13.9% | 306,294 | +14.0% | 0.00% | 0.0% |
| Q3 2020 | $7,282,000 | +39.6% | 268,749 | +39.1% | 0.00% | 0.0% |
| Q2 2020 | $5,216,000 | -0.8% | 193,264 | -3.9% | 0.00% | 0.0% |
| Q1 2020 | $5,259,000 | -17.8% | 201,036 | -16.9% | 0.00% | 0.0% |
| Q4 2019 | $6,398,000 | +28.2% | 241,992 | +27.6% | 0.00% | +100.0% |
| Q3 2019 | $4,991,000 | +90.4% | 189,668 | +90.0% | 0.00% | 0.0% |
| Q2 2019 | $2,622,000 | +21.4% | 99,839 | +20.1% | 0.00% | 0.0% |
| Q1 2019 | $2,159,000 | +7.4% | 83,140 | +5.3% | 0.00% | 0.0% |
| Q4 2018 | $2,011,000 | +27.2% | 78,972 | +25.1% | 0.00% | – |
| Q3 2018 | $1,581,000 | +1262.9% | 63,143 | +1277.5% | 0.00% | – |
| Q2 2018 | $116,000 | – | 4,584 | – | 0.00% | – |
Download | ||||||
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% |