ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 53 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,701,745 | +2.4% | 110,365 | +4.8% | 0.00% | +33.3% |
| Q2 2023 | $2,638,727 | +8.4% | 105,275 | +10.1% | 0.00% | 0.0% |
| Q1 2023 | $2,434,217 | +122.8% | 95,609 | +119.4% | 0.00% | +50.0% |
| Q4 2022 | $1,092,749 | +69.2% | 43,579 | +64.4% | 0.00% | +100.0% |
| Q3 2022 | $646,000 | +90.6% | 26,504 | +96.7% | 0.00% | 0.0% |
| Q2 2022 | $339,000 | -0.9% | 13,476 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $342,000 | -6.0% | 13,476 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $364,000 | +60.4% | 13,476 | +60.3% | 0.00% | – |
| Q3 2021 | $227,000 | -7.0% | 8,406 | -6.3% | 0.00% | – |
| Q2 2021 | $244,000 | +146.5% | 8,967 | +144.0% | 0.00% | – |
| Q1 2021 | $99,000 | -1.0% | 3,675 | 0.0% | 0.00% | – |
| Q4 2020 | $100,000 | -11.5% | 3,675 | -12.2% | 0.00% | – |
| Q3 2020 | $113,000 | +82.3% | 4,188 | +81.3% | 0.00% | – |
| Q2 2020 | $62,000 | – | 2,310 | – | 0.00% | – |
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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% |