ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 82 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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 | 622,754 | $15,245,018 | 2.25% |
| Envision Financial Planning, LLC | 86,542 | $2,118,545 | 2.10% |
| Praetorian Wealth Management, Inc. | 226,637 | $5,548,073 | 1.76% |
| Virginia National Bank | 12,351 | $302,352 | 1.38% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 402,502 | $9,853,249 | 1.29% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 35,229 | $862,406 | 0.64% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 55,040 | $1,347 | 0.58% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 649,377 | $15,896,749 | 0.55% |
| Granite Harbor Advisors, Inc. | 27,404 | $670,850 | 0.54% |
| Royal Harbor Partners, LLC | 37,678 | $922,357 | 0.48% |