ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 46 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $501,154 | -8.6% | 20,472 | -6.4% | 0.01% | -9.1% |
| Q2 2023 | $548,208 | +23.7% | 21,871 | +25.6% | 0.01% | +10.0% |
| Q1 2023 | $443,310 | +4.2% | 17,412 | +2.7% | 0.01% | 0.0% |
| Q4 2022 | $425,303 | +3.2% | 16,961 | +0.5% | 0.01% | +25.0% |
| Q3 2022 | $412,000 | -12.5% | 16,881 | -9.8% | 0.01% | -11.1% |
| Q2 2022 | $471,000 | -9.2% | 18,722 | -8.2% | 0.01% | 0.0% |
| Q1 2022 | $519,000 | -7.7% | 20,397 | -1.9% | 0.01% | -10.0% |
| Q4 2021 | $562,000 | – | 20,788 | – | 0.01% | – |
Download | ||||||
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% |