ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 27 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,614,451 | +0.8% | 184,099 | +2.4% | 0.01% | -14.3% |
| Q1 2023 | $4,576,741 | +1291.1% | 179,762 | +1233.0% | 0.01% | +600.0% |
| Q3 2022 | $329,000 | +0.6% | 13,486 | +3.9% | 0.00% | 0.0% |
| Q2 2022 | $327,000 | -8.9% | 12,984 | -7.9% | 0.00% | – |
| Q1 2022 | $359,000 | -15.9% | 14,101 | -10.7% | 0.00% | -100.0% |
| Q4 2021 | $427,000 | +29.0% | 15,787 | +29.0% | 0.00% | – |
| Q3 2021 | $331,000 | +7.1% | 12,242 | +7.4% | 0.00% | – |
| Q2 2021 | $309,000 | +24.6% | 11,400 | +23.9% | 0.00% | – |
| Q1 2021 | $248,000 | +16.4% | 9,202 | +17.9% | 0.00% | – |
| Q4 2020 | $213,000 | -59.6% | 7,803 | -60.3% | 0.00% | -100.0% |
| Q2 2020 | $527,000 | +1.9% | 19,659 | -1.4% | 0.00% | 0.0% |
| Q1 2020 | $517,000 | +1.8% | 19,929 | +1.7% | 0.00% | 0.0% |
| Q4 2019 | $508,000 | +16.5% | 19,592 | +17.0% | 0.00% | 0.0% |
| Q3 2019 | $436,000 | – | 16,751 | – | 0.00% | – |
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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% |