ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 112 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,413,000 | +3.0% | 96,472 | +3.7% | 0.00% | 0.0% |
| Q1 2024 | $2,342,000 | +2.5% | 93,028 | +3.5% | 0.00% | 0.0% |
| Q4 2023 | $2,284,000 | +121.3% | 89,857 | +113.2% | 0.00% | – |
| 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 | 516,150 | $12,991,000 | 2.14% |
| Praetorian Wealth Management, Inc. | 171,826 | $4,324,000 | 1.59% |
| Virginia National Bank | 12,351 | $311,000 | 0.49% |
| Prism Advisors, Inc. | 44,715 | $1,125,000 | 0.43% |
| Fortune 45 LLC | 9,770 | $245,000 | 0.28% |
| Roof Eidam Maycock Peralta, LLC | 28,350 | $714,000 | 0.26% |
| Cornell Pochily Investment Advisors, Inc. | 17,973 | $452,000 | 0.20% |
| Signature Wealth Management Group | 15,258 | $384,000 | 0.19% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 159,780 | $4,022,000 | 0.17% |
| Peloton Wealth Strategists | 10,000 | $252,000 | 0.12% |