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 | $19,195 | +4.0% | 784,114 | +6.5% | 0.07% | 0.0% |
| Q2 2023 | $18,459 | +4.7% | 736,453 | +6.3% | 0.07% | -8.8% |
| Q1 2023 | $17,638 | +9.2% | 692,779 | +7.6% | 0.08% | -1.2% |
| Q4 2022 | $16,149 | -99.9% | 644,031 | +24.0% | 0.08% | +8.0% |
| Q3 2022 | $12,665,000 | +22.3% | 519,278 | +26.2% | 0.08% | +19.0% |
| Q2 2022 | $10,358,000 | +249.5% | 411,513 | +253.1% | 0.06% | +270.6% |
| Q1 2022 | $2,964,000 | – | 116,547 | – | 0.02% | – |
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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% |