ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 46 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,341,442 | -0.4% | 136,497 | +2.0% | 0.00% | 0.0% |
| Q2 2023 | $3,353,545 | -1.0% | 133,794 | +0.6% | 0.00% | -33.3% |
| Q1 2023 | $3,387,138 | +10.2% | 133,038 | +8.5% | 0.00% | 0.0% |
| Q4 2022 | $3,074,696 | +52.3% | 122,620 | +48.1% | 0.00% | +50.0% |
| Q3 2022 | $2,019,000 | +6.8% | 82,794 | +10.2% | 0.00% | 0.0% |
| Q2 2022 | $1,891,000 | +149.5% | 75,132 | +152.1% | 0.00% | +100.0% |
| Q1 2022 | $758,000 | +12.6% | 29,802 | +19.8% | 0.00% | 0.0% |
| Q4 2021 | $673,000 | +41.7% | 24,872 | +41.3% | 0.00% | – |
| Q3 2021 | $475,000 | +25.0% | 17,601 | +25.7% | 0.00% | – |
| Q2 2021 | $380,000 | +1.6% | 14,001 | +0.8% | 0.00% | – |
| Q1 2021 | $374,000 | +84.2% | 13,892 | +86.8% | 0.00% | – |
| Q4 2020 | $203,000 | – | 7,435 | – | 0.00% | – |
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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% |