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 | $1,272,287 | +69.8% | 51,972 | +73.9% | 0.04% | +76.2% |
| Q2 2023 | $749,193 | +105.7% | 29,890 | +109.0% | 0.02% | +90.9% |
| Q1 2023 | $364,155 | +211.9% | 14,303 | +207.2% | 0.01% | +175.0% |
| Q4 2022 | $116,749 | +17.9% | 4,656 | +19.4% | 0.00% | +33.3% |
| Q1 2022 | $99,000 | -5.7% | 3,900 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $105,000 | 0.0% | 3,900 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $105,000 | -0.9% | 3,900 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $106,000 | +1.0% | 3,900 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $105,000 | -1.9% | 3,900 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $107,000 | +0.9% | 3,900 | 0.0% | 0.00% | -20.0% |
| Q3 2020 | $106,000 | +9.3% | 3,900 | +8.3% | 0.01% | 0.0% |
| Q2 2020 | $97,000 | +49.2% | 3,600 | +44.0% | 0.01% | +25.0% |
| Q1 2020 | $65,000 | +25.0% | 2,500 | +25.0% | 0.00% | +33.3% |
| Q4 2019 | $52,000 | 0.0% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $52,000 | – | 2,000 | – | 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% |