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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |