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 | $15,471,116 | +28.8% | 631,990 | +31.9% | 0.01% | +66.7% |
| Q2 2023 | $12,012,878 | -3.8% | 479,269 | -2.3% | 0.00% | -25.0% |
| Q1 2023 | $12,492,458 | +14.5% | 490,670 | +12.7% | 0.00% | +33.3% |
| Q4 2022 | $10,913,192 | +49.3% | 435,222 | +45.2% | 0.00% | +50.0% |
| Q3 2022 | $7,310,000 | +41.1% | 299,704 | +45.7% | 0.00% | 0.0% |
| Q2 2022 | $5,179,000 | +5.2% | 205,744 | +6.3% | 0.00% | +100.0% |
| Q1 2022 | $4,921,000 | -2.1% | 193,546 | +4.1% | 0.00% | 0.0% |
| Q4 2021 | $5,027,000 | +89.1% | 185,916 | +88.9% | 0.00% | 0.0% |
| Q3 2021 | $2,658,000 | +5.6% | 98,428 | +6.2% | 0.00% | 0.0% |
| Q2 2021 | $2,516,000 | -0.8% | 92,689 | -1.6% | 0.00% | 0.0% |
| Q1 2021 | $2,537,000 | -0.7% | 94,190 | +0.7% | 0.00% | 0.0% |
| Q4 2020 | $2,554,000 | +12.9% | 93,501 | +11.9% | 0.00% | 0.0% |
| Q3 2020 | $2,262,000 | +69.7% | 83,546 | +68.1% | 0.00% | – |
| Q2 2020 | $1,333,000 | +122.2% | 49,693 | +115.4% | 0.00% | – |
| Q1 2020 | $600,000 | -55.6% | 23,072 | -55.6% | 0.00% | – |
| Q4 2019 | $1,351,000 | +165.9% | 51,911 | +165.9% | 0.00% | – |
| Q3 2019 | $508,000 | +958.3% | 19,524 | +934.1% | 0.00% | – |
| Q2 2019 | $48,000 | – | 1,888 | – | 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% |