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 | $299,439 | -88.8% | 12,232 | -88.5% | 0.01% | -87.2% |
| Q2 2023 | $2,672,205 | -2.6% | 106,611 | -1.0% | 0.04% | -2.5% |
| Q1 2023 | $2,742,424 | +1046626.7% | 107,715 | +931.8% | 0.04% | +900.0% |
| Q4 2022 | $262 | -100.0% | 10,440 | -95.2% | 0.00% | -95.5% |
| Q3 2022 | $5,284,000 | -6.3% | 216,636 | -3.3% | 0.09% | 0.0% |
| Q2 2022 | $5,642,000 | -0.5% | 224,138 | +0.5% | 0.09% | +11.4% |
| Q1 2022 | $5,671,000 | +2.8% | 223,028 | +9.3% | 0.08% | +8.2% |
| Q4 2021 | $5,516,000 | +2.8% | 204,005 | +2.7% | 0.07% | -2.7% |
| Q3 2021 | $5,365,000 | +1.7% | 198,622 | +2.2% | 0.08% | +7.1% |
| Q2 2021 | $5,276,000 | +3.7% | 194,381 | +2.9% | 0.07% | -1.4% |
| Q1 2021 | $5,087,000 | +8.8% | 188,812 | +10.3% | 0.07% | +1.4% |
| Q4 2020 | $4,675,000 | -0.5% | 171,141 | -1.4% | 0.07% | -7.9% |
| Q3 2020 | $4,700,000 | -2.4% | 173,627 | -3.3% | 0.08% | -5.0% |
| Q2 2020 | $4,818,000 | +0.0% | 179,640 | -2.9% | 0.08% | -12.1% |
| Q1 2020 | $4,816,000 | +5.5% | 185,093 | +5.5% | 0.09% | +28.2% |
| Q3 2019 | $4,565,000 | – | 175,509 | – | 0.07% | – |
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% |