ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $867,257 | +21.2% | 34,124 | +16.7% | 0.02% | +10.0% |
| Q3 2023 | $715,838 | +10.6% | 29,242 | +13.3% | 0.02% | 0.0% |
| Q2 2023 | $646,960 | +18.3% | 25,811 | +20.1% | 0.02% | +25.0% |
| Q1 2023 | $547,071 | +125087.9% | 21,487 | +23.4% | 0.02% | +23.1% |
| Q4 2022 | $437 | -99.8% | 17,408 | +109.7% | 0.01% | +85.7% |
| Q3 2022 | $203,000 | +1.0% | 8,303 | +3.8% | 0.01% | 0.0% |
| Q2 2022 | $201,000 | – | 8,002 | – | 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% |