ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 103 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,235,126 | -8.4% | 132,154 | -6.3% | 0.05% | -5.7% |
| Q2 2023 | $3,533,531 | -3.8% | 140,975 | -2.2% | 0.05% | -10.2% |
| Q1 2023 | $3,671,528 | +0.0% | 144,208 | -1.5% | 0.06% | -4.8% |
| Q4 2022 | $3,670,538 | -3.2% | 146,382 | -5.8% | 0.06% | -12.7% |
| Q3 2022 | $3,791,000 | -6.0% | 155,432 | -3.0% | 0.07% | -4.1% |
| Q2 2022 | $4,033,000 | +1916.5% | 160,242 | +1938.7% | 0.07% | +2366.7% |
| Q1 2022 | $200,000 | – | 7,860 | – | 0.00% | – |
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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% |