ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 100 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,337,988 | +29.0% | 168,859 | +29.3% | 0.12% | +28.7% |
| Q2 2023 | $3,363,046 | -7.1% | 130,553 | -6.7% | 0.09% | -12.1% |
| Q1 2023 | $3,619,731 | -3.2% | 139,920 | -3.7% | 0.11% | -23.0% |
| Q4 2022 | $3,741,114 | +73.0% | 145,286 | +74.7% | 0.14% | +54.4% |
| Q2 2022 | $2,162,000 | +64.4% | 83,152 | +64.4% | 0.09% | +91.5% |
| Q1 2022 | $1,315,000 | -5.9% | 50,590 | -2.9% | 0.05% | -7.8% |
| Q4 2021 | $1,397,000 | +4.4% | 52,108 | +5.0% | 0.05% | -1.9% |
| Q3 2021 | $1,338,000 | -6.3% | 49,648 | -6.1% | 0.05% | -11.9% |
| Q2 2021 | $1,428,000 | -0.8% | 52,894 | -0.8% | 0.06% | -13.2% |
| Q1 2021 | $1,439,000 | -4.2% | 53,311 | -3.9% | 0.07% | -8.1% |
| Q4 2020 | $1,502,000 | -0.9% | 55,457 | -0.9% | 0.07% | -12.9% |
| Q3 2020 | $1,516,000 | +24.0% | 55,944 | +23.4% | 0.08% | +13.3% |
| Q2 2020 | $1,223,000 | +27.7% | 45,330 | +25.1% | 0.08% | -1.3% |
| Q4 2019 | $958,000 | +5.2% | 36,224 | +4.6% | 0.08% | -5.0% |
| Q3 2019 | $911,000 | +19.7% | 34,621 | +19.4% | 0.08% | +5.3% |
| Q2 2019 | $761,000 | +1.1% | 28,995 | 0.0% | 0.08% | -7.3% |
| Q1 2019 | $753,000 | +3.6% | 28,995 | +1.6% | 0.08% | +13.9% |
| Q4 2018 | $727,000 | +57.0% | 28,547 | +54.3% | 0.07% | +67.4% |
| Q3 2018 | $463,000 | +67.1% | 18,503 | +68.6% | 0.04% | +59.3% |
| Q2 2018 | $277,000 | – | 10,976 | – | 0.03% | – |
Download | ||||||
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% |