ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heartwood Wealth Advisors LLC | 571,772 | $14,557,315 | 2.17% |
| Praetorian Wealth Management, Inc. | 224,358 | $5,712,154 | 1.86% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 401,114 | $10,212,363 | 1.40% |
| Virginia National Bank | 12,351 | $314,456 | 1.10% |
| Granite Harbor Advisors, Inc. | 27,404 | $697,706 | 0.64% |
| Signature Wealth Management Group | 48,545 | $1,235,956 | 0.59% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 31,983 | $814,287 | 0.54% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 570,122 | $14,515,306 | 0.50% |
| Royal Harbor Partners, LLC | 32,359 | $823,860 | 0.44% |
| Prism Advisors, Inc. | 44,715 | $1,138,444 | 0.40% |