ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 33 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $290,203 | +12.2% | 11,854 | +16.7% | 0.00% | 0.0% |
| Q1 2023 | $258,563 | -15.2% | 10,155 | -16.5% | 0.00% | -33.3% |
| Q4 2022 | $304,778 | +31.9% | 12,155 | +28.5% | 0.01% | +20.0% |
| Q3 2022 | $231,000 | -35.1% | 9,462 | -33.2% | 0.01% | -37.5% |
| Q2 2022 | $356,000 | +7.6% | 14,155 | +15.5% | 0.01% | 0.0% |
| Q3 2021 | $331,000 | -0.3% | 12,252 | +0.2% | 0.01% | -33.3% |
| Q2 2021 | $332,000 | +0.9% | 12,232 | +0.2% | 0.01% | -40.0% |
| Q1 2021 | $329,000 | -1.2% | 12,206 | +0.1% | 0.02% | -13.0% |
| Q4 2020 | $333,000 | +2.8% | 12,191 | +1.9% | 0.02% | -25.8% |
| Q3 2020 | $324,000 | +9.5% | 11,968 | +8.6% | 0.03% | +3.3% |
| Q2 2020 | $296,000 | -3.3% | 11,016 | -6.3% | 0.03% | -38.8% |
| Q1 2020 | $306,000 | – | 11,762 | – | 0.05% | – |
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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% |