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 | $245 | -2.4% | 10,000 | 0.0% | 0.11% | +1.8% |
| Q2 2023 | $251 | -1.6% | 10,000 | 0.0% | 0.11% | -4.3% |
| Q1 2023 | $255 | +1.6% | 10,000 | 0.0% | 0.12% | -4.1% |
| Q4 2022 | $251 | -99.9% | 10,000 | 0.0% | 0.12% | -4.7% |
| Q3 2022 | $244,000 | -3.2% | 10,000 | 0.0% | 0.13% | +3.3% |
| Q2 2022 | $252,000 | -17.4% | 10,000 | -16.7% | 0.12% | -3.1% |
| Q1 2022 | $305,000 | -5.9% | 12,000 | 0.0% | 0.13% | -2.3% |
| Q4 2021 | $324,000 | 0.0% | 12,000 | 0.0% | 0.13% | -2.3% |
| Q3 2021 | $324,000 | -0.6% | 12,000 | 0.0% | 0.13% | -1.5% |
| Q2 2021 | $326,000 | +0.9% | 12,000 | 0.0% | 0.14% | -11.2% |
| Q1 2021 | $323,000 | -1.5% | 12,000 | 0.0% | 0.15% | -6.2% |
| Q4 2020 | $328,000 | +0.9% | 12,000 | 0.0% | 0.16% | -11.0% |
| Q3 2020 | $325,000 | +0.9% | 12,000 | 0.0% | 0.18% | -10.3% |
| Q2 2020 | $322,000 | +3.2% | 12,000 | 0.0% | 0.20% | -20.1% |
| Q1 2020 | $312,000 | – | 12,000 | – | 0.25% | – |
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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% |