ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 112 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,174,970 | +3.7% | 46,980 | +4.4% | 0.10% | +4.3% |
| Q1 2024 | $1,132,549 | -10.6% | 44,996 | -9.7% | 0.09% | -15.5% |
| Q4 2023 | $1,266,201 | +83.8% | 49,821 | +77.0% | 0.11% | +69.2% |
| 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 | 516,150 | $12,991,000 | 2.14% |
| Praetorian Wealth Management, Inc. | 171,826 | $4,324,000 | 1.59% |
| Virginia National Bank | 12,351 | $311,000 | 0.49% |
| Prism Advisors, Inc. | 44,715 | $1,125,000 | 0.43% |
| Fortune 45 LLC | 9,770 | $245,000 | 0.28% |
| Roof Eidam Maycock Peralta, LLC | 28,350 | $714,000 | 0.26% |
| Cornell Pochily Investment Advisors, Inc. | 17,973 | $452,000 | 0.20% |
| Signature Wealth Management Group | 15,258 | $384,000 | 0.19% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 159,780 | $4,022,000 | 0.17% |
| Peloton Wealth Strategists | 10,000 | $252,000 | 0.12% |