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 | $17,282,317 | +6.3% | 705,977 | +8.8% | 0.03% | +7.7% |
| Q2 2023 | $16,257,987 | +2.3% | 648,633 | +3.9% | 0.03% | -3.7% |
| Q1 2023 | $15,891,877 | +10.1% | 624,190 | +8.4% | 0.03% | +3.8% |
| Q4 2022 | $14,432,418 | +98.7% | 575,570 | +93.2% | 0.03% | +73.3% |
| Q3 2022 | $7,265,000 | +26.3% | 297,855 | +30.3% | 0.02% | +36.4% |
| Q2 2022 | $5,754,000 | +8.8% | 228,625 | +9.9% | 0.01% | +22.2% |
| Q1 2022 | $5,291,000 | +4.2% | 208,065 | +10.8% | 0.01% | +12.5% |
| Q4 2021 | $5,079,000 | +0.5% | 187,858 | +0.4% | 0.01% | -20.0% |
| Q3 2021 | $5,056,000 | +7.8% | 187,200 | +8.4% | 0.01% | +11.1% |
| Q2 2021 | $4,688,000 | +1.6% | 172,689 | +0.9% | 0.01% | 0.0% |
| Q1 2021 | $4,613,000 | +19.3% | 171,227 | +20.9% | 0.01% | +12.5% |
| Q4 2020 | $3,867,000 | -13.6% | 141,589 | -14.4% | 0.01% | -27.3% |
| Q3 2020 | $4,476,000 | +1837.7% | 165,335 | +1818.7% | 0.01% | +1000.0% |
| Q2 2020 | $231,000 | – | 8,617 | – | 0.00% | – |
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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% |