ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 91 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $18,778,356 | +6.4% | 746,061 | +7.4% | 0.52% | -2.6% |
| Q4 2023 | $17,647,490 | +11.0% | 694,373 | +6.9% | 0.54% | -2.0% |
| Q3 2023 | $15,896,749 | +6.7% | 649,377 | +9.3% | 0.55% | +11.8% |
| Q2 2023 | $14,892,646 | +2.6% | 594,161 | +4.2% | 0.49% | -2.4% |
| Q1 2023 | $14,515,306 | +3.4% | 570,122 | +1.9% | 0.50% | -5.3% |
| Q4 2022 | $14,034,754 | +11.9% | 559,711 | +8.9% | 0.53% | -1.1% |
| Q3 2022 | $12,539,000 | +211.8% | 514,120 | +221.8% | 0.54% | +218.3% |
| Q2 2022 | $4,022,000 | +15.1% | 159,780 | +13.6% | 0.17% | +20.7% |
| Q1 2022 | $3,493,000 | +49.6% | 140,681 | +62.9% | 0.14% | +72.8% |
| Q4 2021 | $2,335,000 | +76.1% | 86,345 | +75.9% | 0.08% | +55.8% |
| Q3 2021 | $1,326,000 | – | 49,090 | – | 0.05% | – |
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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% |