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 | $466,344 | -71.6% | 19,050 | -70.9% | 0.04% | -70.6% |
Q2 2023 | $1,642,609 | -37.9% | 65,534 | -36.9% | 0.14% | -39.8% |
Q1 2023 | $2,644,987 | +1.5% | 103,888 | 0.0% | 0.23% | -3.8% |
Q4 2022 | $2,604,990 | +118.5% | 103,888 | +112.5% | 0.24% | +108.0% |
Q3 2022 | $1,192,000 | -3.2% | 48,888 | 0.0% | 0.11% | +2.7% |
Q2 2022 | $1,231,000 | +67.5% | 48,888 | +69.2% | 0.11% | +93.0% |
Q1 2022 | $735,000 | – | 28,900 | – | 0.06% | – |
Download |
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% |