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 | $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. | 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% |