ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 91 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,245,018 | +0.5% | 622,754 | +2.9% | 2.25% | +4.5% |
| Q2 2023 | $15,170,491 | +4.2% | 605,246 | +5.9% | 2.15% | -0.8% |
| Q1 2023 | $14,557,315 | +10.2% | 571,772 | +8.6% | 2.17% | +4.9% |
| Q4 2022 | $13,207,028 | -0.6% | 526,701 | -3.3% | 2.07% | -10.1% |
| Q3 2022 | $13,287,000 | +2.3% | 544,789 | +5.5% | 2.30% | +7.6% |
| Q2 2022 | $12,991,000 | – | 516,150 | – | 2.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 133,129 | $3,599,000 | 1.17% |
| Fortune 45 LLC | 27,334 | $739,000 | 0.65% |
| Prism Advisors, Inc. | 44,715 | $1,209,000 | 0.40% |
| CGN Advisors LLC | 38,653 | $1,045,000 | 0.27% |
| Peloton Wealth Strategists | 12,000 | $324,000 | 0.13% |
| Bradley & Co. Private Wealth Management, LLC | 5,938 | $161,000 | 0.13% |
| WRAPMANAGER INC | 12,633 | $342,000 | 0.08% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 86,345 | $2,335,000 | 0.08% |
| Richard P Slaughter Associates Inc | 7,780 | $210,000 | 0.07% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 204,005 | $5,516,000 | 0.07% |