Archford Capital Strategies, LLC - ISHARES TR ownership

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
Archford Capital Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$353,834
-43.3%
14,454
-41.8%
0.07%
-39.8%
Q2 2023$623,874
+76.3%
24,816
+79.0%
0.12%
+59.5%
Q1 2023$353,922
+3.1%
13,863
+1.2%
0.07%
-6.3%
Q4 2022$343,427
+16.8%
13,696
+13.6%
0.08%
+3.9%
Q3 2022$294,000
-4.9%
12,052
-1.7%
0.08%
-2.6%
Q2 2022$309,000
-0.6%
12,2580.0%0.08%
+13.0%
Q1 2022$311,000
+6.5%
12,258
+13.6%
0.07%
+3.0%
Q4 2021$292,000
+1.0%
10,790
+1.0%
0.07%
-1.5%
Q3 2021$289,000
-0.3%
10,6860.0%0.07%
-6.8%
Q2 2021$290,000
+31.8%
10,686
+31.9%
0.07%
+25.9%
Q1 2021$220,0008,1020.06%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 67,124$1,833,0000.70%
Prism Advisors, Inc. 43,608$1,191,0000.45%
CGN Advisors LLC 23,603$645,0000.26%
Peloton Wealth Strategists 12,000$328,0000.16%
WRAPMANAGER INC 13,154$359,0000.10%
CONFLUENCE INVESTMENT MANAGEMENT LLC 171,141$4,675,0000.07%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 44,815$1,224,0000.06%
First National Bank of South Miami 1,653$45,0000.04%
MASSMUTUAL TRUST CO FSB/ADV 25,306$691,0000.04%
Sandy Spring Bank 17,180$469,0000.03%
View complete list of ISHARES TR shareholders