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 | ||||
|---|---|---|---|---|---|---|
| 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% | 12,258 | 0.0% | 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% | 10,686 | 0.0% | 0.07% | -6.8% |
| Q2 2021 | $290,000 | +31.8% | 10,686 | +31.9% | 0.07% | +25.9% |
| Q1 2021 | $220,000 | – | 8,102 | – | 0.06% | – |
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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% |