ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 43 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,543,210 | +3.3% | 267,288 | +5.8% | 0.00% | 0.0% |
| Q2 2023 | $6,334,627 | -1.7% | 252,728 | -0.2% | 0.00% | 0.0% |
| Q1 2023 | $6,445,988 | -0.6% | 253,181 | -2.1% | 0.00% | 0.0% |
| Q4 2022 | $6,484,108 | +53.3% | 258,537 | +49.1% | 0.00% | 0.0% |
| Q3 2022 | $4,230,000 | +8.6% | 173,443 | +12.1% | 0.00% | 0.0% |
| Q2 2022 | $3,895,000 | +74.0% | 154,770 | +75.8% | 0.00% | +100.0% |
| Q1 2022 | $2,238,000 | +79.9% | 88,016 | +91.4% | 0.00% | – |
| Q4 2021 | $1,244,000 | +10.2% | 45,994 | +10.1% | 0.00% | – |
| Q3 2021 | $1,129,000 | +2.8% | 41,783 | +3.3% | 0.00% | – |
| Q2 2021 | $1,098,000 | +17.9% | 40,449 | +17.0% | 0.00% | – |
| Q1 2021 | $931,000 | +63.9% | 34,573 | +66.2% | 0.00% | – |
| Q4 2020 | $568,000 | +23.7% | 20,796 | +22.6% | 0.00% | – |
| Q3 2020 | $459,000 | -2.3% | 16,956 | -3.3% | 0.00% | – |
| Q2 2020 | $470,000 | +103.5% | 17,526 | +98.1% | 0.00% | – |
| Q1 2020 | $231,000 | +53.0% | 8,847 | +52.0% | 0.00% | – |
| Q4 2019 | $151,000 | – | 5,820 | – | 0.00% | – |
Download | ||||||
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% |