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 | $688,892 | -30.6% | 28,141 | -28.9% | 0.06% | -29.3% |
| Q2 2023 | $992,273 | +9.4% | 39,588 | +11.1% | 0.09% | +4.5% |
| Q1 2023 | $907,191 | +1.5% | 35,632 | 0.0% | 0.09% | -3.3% |
| Q4 2022 | $893,472 | +32.4% | 35,632 | +28.8% | 0.09% | +23.0% |
| Q3 2022 | $675,000 | +63.8% | 27,658 | +69.0% | 0.07% | +64.4% |
| Q2 2022 | $412,000 | -1.0% | 16,365 | 0.0% | 0.04% | +15.4% |
| Q1 2022 | $416,000 | -6.1% | 16,365 | 0.0% | 0.04% | -9.3% |
| Q4 2021 | $443,000 | +25.1% | 16,365 | +25.0% | 0.04% | +16.2% |
| Q3 2021 | $354,000 | -0.3% | 13,095 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $355,000 | – | 13,095 | – | 0.04% | – |
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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% |