ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 27 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $393,469 | -2.3% | 16,073 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $402,872 | -21.0% | 16,073 | -19.7% | 0.00% | 0.0% |
| Q1 2023 | $509,839 | -7.5% | 20,025 | -8.9% | 0.00% | -33.3% |
| Q4 2022 | $551,124 | -19.7% | 21,979 | -21.9% | 0.00% | -25.0% |
| Q3 2022 | $686,000 | +34.0% | 28,126 | +38.2% | 0.00% | +33.3% |
| Q2 2022 | $512,000 | +19.3% | 20,355 | +20.7% | 0.00% | 0.0% |
| Q1 2022 | $429,000 | -44.8% | 16,866 | -41.3% | 0.00% | -40.0% |
| Q4 2021 | $777,000 | +0.1% | 28,720 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $776,000 | -20.4% | 28,720 | -20.0% | 0.01% | -33.3% |
| Q2 2021 | $975,000 | +33.6% | 35,915 | +32.5% | 0.01% | +12.5% |
| Q1 2021 | $730,000 | +23.5% | 27,112 | +25.4% | 0.01% | 0.0% |
| Q4 2020 | $591,000 | +5.0% | 21,622 | +4.0% | 0.01% | -11.1% |
| Q3 2020 | $563,000 | -1.2% | 20,785 | -2.3% | 0.01% | 0.0% |
| Q2 2020 | $570,000 | +27.8% | 21,276 | +21.6% | 0.01% | -10.0% |
| Q1 2020 | $446,000 | – | 17,499 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 133,129 | $3,599,000 | 1.17% |
| Fortune 45 LLC | 27,334 | $739,000 | 0.65% |
| Prism Advisors, Inc. | 44,715 | $1,209,000 | 0.40% |
| CGN Advisors LLC | 38,653 | $1,045,000 | 0.27% |
| Peloton Wealth Strategists | 12,000 | $324,000 | 0.13% |
| Bradley & Co. Private Wealth Management, LLC | 5,938 | $161,000 | 0.13% |
| WRAPMANAGER INC | 12,633 | $342,000 | 0.08% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 86,345 | $2,335,000 | 0.08% |
| Richard P Slaughter Associates Inc | 7,780 | $210,000 | 0.07% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 204,005 | $5,516,000 | 0.07% |