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 | $551,412 | +29.1% | 22,525 | +32.2% | 0.01% | +25.0% |
| Q2 2023 | $427,083 | +97854.8% | 17,039 | -0.4% | 0.00% | 0.0% |
| Q1 2023 | $436 | +7.4% | 17,107 | +5.5% | 0.00% | 0.0% |
| Q4 2022 | $406 | -99.9% | 16,214 | +17.9% | 0.00% | +33.3% |
| Q3 2022 | $335,000 | +26.9% | 13,755 | +30.8% | 0.00% | 0.0% |
| Q2 2022 | $264,000 | +3.9% | 10,514 | +5.4% | 0.00% | +50.0% |
| Q1 2022 | $254,000 | -32.1% | 9,980 | -27.8% | 0.00% | -33.3% |
| Q4 2021 | $374,000 | +1.6% | 13,832 | +1.6% | 0.00% | 0.0% |
| Q3 2021 | $368,000 | -0.5% | 13,609 | -0.3% | 0.00% | 0.0% |
| Q2 2021 | $370,000 | +2.2% | 13,654 | +1.4% | 0.00% | 0.0% |
| Q1 2021 | $362,000 | +9.0% | 13,470 | +11.0% | 0.00% | 0.0% |
| Q4 2020 | $332,000 | +5.7% | 12,137 | +4.5% | 0.00% | 0.0% |
| Q3 2020 | $314,000 | +4.3% | 11,610 | +3.2% | 0.00% | -25.0% |
| Q2 2020 | $301,000 | +23.4% | 11,255 | +19.8% | 0.00% | +33.3% |
| Q1 2020 | $244,000 | -1.6% | 9,395 | -1.6% | 0.00% | 0.0% |
| Q4 2019 | $248,000 | – | 9,549 | – | 0.00% | – |
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% |