Prism Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 82 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Prism Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,094,623
-2.3%
44,7150.0%0.38%
+1.6%
Q2 2023$1,120,781
-1.6%
44,7150.0%0.38%
-4.6%
Q1 2023$1,138,444
+1.5%
44,7150.0%0.40%
-3.9%
Q4 2022$1,121,229
+2.8%
44,7150.0%0.41%
-6.6%
Q3 2022$1,091,000
-3.0%
44,7150.0%0.44%
+3.3%
Q2 2022$1,125,000
-1.1%
44,7150.0%0.43%
+11.8%
Q1 2022$1,137,000
-6.0%
44,7150.0%0.38%
-3.5%
Q4 2021$1,209,000
+0.1%
44,7150.0%0.40%
-8.4%
Q3 2021$1,208,000
-0.5%
44,7150.0%0.43%
+2.1%
Q2 2021$1,214,000
+3.3%
44,715
+2.5%
0.42%
-0.7%
Q1 2021$1,175,000
-1.3%
43,6080.0%0.42%
-5.6%
Q4 2020$1,191,000
+24.7%
43,608
+23.6%
0.45%
+11.7%
Q3 2020$955,000
+1.0%
35,2770.0%0.40%
-4.7%
Q2 2020$946,000
+11.7%
35,277
+8.4%
0.42%
-22.5%
Q1 2020$847,000
+109.1%
32,536
+109.2%
0.55%
+166.3%
Q4 2019$405,00015,5490.20%
Other shareholders
ISHARES TR shareholders Q4 2022
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