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 | $316,649 | -6.3% | 12,935 | -4.1% | 0.10% | -2.9% |
| Q2 2023 | $338,052 | -10.6% | 13,487 | -9.2% | 0.10% | -10.3% |
| Q1 2023 | $378,259 | +98404.9% | 14,857 | -2.9% | 0.12% | -5.7% |
| Q4 2022 | $384 | -99.9% | 15,303 | +23.4% | 0.12% | +20.6% |
| Q3 2022 | $302,000 | -3.5% | 12,397 | -0.3% | 0.10% | +4.1% |
| Q2 2022 | $313,000 | -1.9% | 12,438 | -0.9% | 0.10% | +14.0% |
| Q1 2022 | $319,000 | -6.7% | 12,549 | -0.7% | 0.09% | +1.2% |
| Q4 2021 | $342,000 | -0.6% | 12,633 | -0.8% | 0.08% | -5.6% |
| Q3 2021 | $344,000 | -1.7% | 12,741 | -1.1% | 0.09% | 0.0% |
| Q2 2021 | $350,000 | +0.9% | 12,882 | 0.0% | 0.09% | -6.2% |
| Q1 2021 | $347,000 | -3.3% | 12,882 | -2.1% | 0.10% | -8.6% |
| Q4 2020 | $359,000 | – | 13,154 | – | 0.10% | – |
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% |