ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 103 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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 126,851 | $3,426,000 | 1.16% |
| Prism Advisors, Inc. | 44,715 | $1,208,000 | 0.43% |
| CGN Advisors LLC | 33,212 | $897,000 | 0.29% |
| Peloton Wealth Strategists | 12,000 | $324,000 | 0.13% |
| CHILDRESS CAPITAL ADVISORS, LLC | 9,700 | $261,000 | 0.11% |
| WRAPMANAGER INC | 12,741 | $344,000 | 0.09% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 198,622 | $5,365,000 | 0.08% |
| Sound View Wealth Advisors Group, LLC | 12,500 | $338,000 | 0.07% |
| Archford Capital Strategies, LLC | 10,686 | $289,000 | 0.07% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 49,090 | $1,326,000 | 0.05% |