ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 39 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,032,000 | -0.8% | 42,140 | +1.6% | 0.00% | – |
| Q2 2023 | $1,040,000 | -7.5% | 41,477 | -6.1% | 0.00% | – |
| Q1 2023 | $1,124,000 | -37.7% | 44,174 | -38.6% | 0.00% | -100.0% |
| Q4 2022 | $1,803,000 | +21.0% | 71,905 | +17.7% | 0.00% | – |
| Q3 2022 | $1,490,000 | -2.6% | 61,084 | +0.6% | 0.00% | – |
| Q2 2022 | $1,529,000 | +12.0% | 60,737 | +13.2% | 0.00% | – |
| Q1 2022 | $1,365,000 | -5.6% | 53,662 | +0.3% | 0.00% | – |
| Q4 2021 | $1,446,000 | +61.4% | 53,491 | +61.2% | 0.00% | – |
| Q3 2021 | $896,000 | -3.0% | 33,184 | -2.5% | 0.00% | – |
| Q2 2021 | $924,000 | +12.1% | 34,052 | +11.3% | 0.00% | – |
| Q1 2021 | $824,000 | -74.8% | 30,589 | -74.4% | 0.00% | -100.0% |
| Q4 2020 | $3,267,000 | +28.7% | 119,599 | +27.5% | 0.00% | 0.0% |
| Q3 2020 | $2,539,000 | +18.3% | 93,800 | +17.3% | 0.00% | 0.0% |
| Q2 2020 | $2,146,000 | +52.2% | 79,994 | +47.6% | 0.00% | 0.0% |
| Q1 2020 | $1,410,000 | +2.7% | 54,198 | +2.7% | 0.00% | – |
| Q4 2019 | $1,373,000 | -2.2% | 52,776 | -2.3% | 0.00% | -100.0% |
| Q3 2019 | $1,404,000 | – | 53,995 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heartwood Wealth Advisors LLC | 544,789 | $13,287,000 | 2.30% |
| Praetorian Wealth Management, Inc. | 171,812 | $4,190,000 | 1.57% |
| Virginia National Bank | 12,351 | $301,000 | 0.96% |
| Gateway Advisory, LLC | 108,727 | $2,652,000 | 0.66% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 514,120 | $12,539,000 | 0.54% |
| BRR OpCo, LLC | 153,995 | $3,756,000 | 0.46% |
| Prism Advisors, Inc. | 44,715 | $1,091,000 | 0.44% |
| SENTINEL PENSION ADVISORS INC | 45,252 | $1,104,000 | 0.38% |
| Royal Harbor Partners, LLC | 21,364 | $521,000 | 0.36% |
| Signature Wealth Management Group | 27,604 | $673,000 | 0.34% |