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 | $245 | -2.4% | 10,000 | 0.0% | 0.11% | +1.8% |
| Q2 2023 | $251 | -1.6% | 10,000 | 0.0% | 0.11% | -4.3% |
| Q1 2023 | $255 | +1.6% | 10,000 | 0.0% | 0.12% | -4.1% |
| Q4 2022 | $251 | -99.9% | 10,000 | 0.0% | 0.12% | -4.7% |
| Q3 2022 | $244,000 | -3.2% | 10,000 | 0.0% | 0.13% | +3.3% |
| Q2 2022 | $252,000 | -17.4% | 10,000 | -16.7% | 0.12% | -3.1% |
| Q1 2022 | $305,000 | -5.9% | 12,000 | 0.0% | 0.13% | -2.3% |
| Q4 2021 | $324,000 | 0.0% | 12,000 | 0.0% | 0.13% | -2.3% |
| Q3 2021 | $324,000 | -0.6% | 12,000 | 0.0% | 0.13% | -1.5% |
| Q2 2021 | $326,000 | +0.9% | 12,000 | 0.0% | 0.14% | -11.2% |
| Q1 2021 | $323,000 | -1.5% | 12,000 | 0.0% | 0.15% | -6.2% |
| Q4 2020 | $328,000 | +0.9% | 12,000 | 0.0% | 0.16% | -11.0% |
| Q3 2020 | $325,000 | +0.9% | 12,000 | 0.0% | 0.18% | -10.3% |
| Q2 2020 | $322,000 | +3.2% | 12,000 | 0.0% | 0.20% | -20.1% |
| Q1 2020 | $312,000 | – | 12,000 | – | 0.25% | – |
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% |