ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 120 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,676 | +1.4% | 147 | +2.1% | 0.00% | – |
| Q1 2024 | $3,624 | -1.0% | 144 | 0.0% | 0.00% | – |
| Q4 2023 | $3,660 | +4.5% | 144 | +0.7% | 0.00% | – |
| Q3 2023 | $3,501 | -2.3% | 143 | 0.0% | 0.00% | – |
| Q2 2023 | $3,584 | -0.9% | 143 | +0.7% | 0.00% | – |
| Q1 2023 | $3,615 | +1.5% | 142 | 0.0% | 0.00% | – |
| Q4 2022 | $3,561 | +256.1% | 142 | +140.7% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | -50.0% | 59 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | -99.9% | 59 | -99.9% | 0.00% | – |
| Q2 2019 | $2,568,000 | – | 100,000 | – | 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% |