ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 99 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $779,688 | -2.3% | 31,850 | 0.0% | 0.26% | -3.7% |
| Q2 2023 | $798,320 | +0.0% | 31,850 | +1.6% | 0.27% | -8.9% |
| Q1 2023 | $798,171 | +30.7% | 31,350 | +28.7% | 0.29% | +35.6% |
| Q4 2022 | $610,576 | -11.6% | 24,350 | -14.1% | 0.22% | -16.3% |
| Q3 2022 | $691,000 | -3.2% | 28,350 | 0.0% | 0.26% | -1.9% |
| Q2 2022 | $714,000 | -1.0% | 28,350 | 0.0% | 0.26% | +12.9% |
| Q1 2022 | $721,000 | – | 28,350 | – | 0.23% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 67,124 | $1,833,000 | 0.70% |
| Prism Advisors, Inc. | 43,608 | $1,191,000 | 0.45% |
| CGN Advisors LLC | 23,603 | $645,000 | 0.26% |
| Peloton Wealth Strategists | 12,000 | $328,000 | 0.16% |
| WRAPMANAGER INC | 13,154 | $359,000 | 0.10% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 171,141 | $4,675,000 | 0.07% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 44,815 | $1,224,000 | 0.06% |
| First National Bank of South Miami | 1,653 | $45,000 | 0.04% |
| MASSMUTUAL TRUST CO FSB/ADV | 25,306 | $691,000 | 0.04% |
| Sandy Spring Bank | 17,180 | $469,000 | 0.03% |