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 | $15,635,000 | -6.3% | 638,883 | -4.0% | 0.03% | -12.1% |
| Q2 2023 | $16,686,000 | +0.7% | 665,526 | +2.3% | 0.03% | -8.3% |
| Q1 2023 | $16,563,000 | +4.1% | 650,540 | +2.6% | 0.04% | 0.0% |
| Q4 2022 | $15,905,000 | +45.9% | 634,128 | +41.9% | 0.04% | +24.1% |
| Q3 2022 | $10,898,000 | +76.9% | 447,013 | +82.7% | 0.03% | +81.2% |
| Q2 2022 | $6,162,000 | -41.1% | 244,705 | -40.5% | 0.02% | -30.4% |
| Q1 2022 | $10,461,000 | +105.5% | 411,534 | +118.7% | 0.02% | +109.1% |
| Q4 2021 | $5,091,000 | +2.9% | 188,213 | +2.7% | 0.01% | -15.4% |
| Q3 2021 | $4,946,000 | +2.7% | 183,192 | +3.2% | 0.01% | -7.1% |
| Q2 2021 | $4,818,000 | – | 177,473 | – | 0.01% | – |
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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% |