ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 39 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,341,442 | -0.4% | 136,497 | +2.0% | 0.00% | 0.0% |
Q2 2023 | $3,353,545 | -1.0% | 133,794 | +0.6% | 0.00% | -33.3% |
Q1 2023 | $3,387,138 | +10.2% | 133,038 | +8.5% | 0.00% | 0.0% |
Q4 2022 | $3,074,696 | +52.3% | 122,620 | +48.1% | 0.00% | +50.0% |
Q3 2022 | $2,019,000 | +6.8% | 82,794 | +10.2% | 0.00% | 0.0% |
Q2 2022 | $1,891,000 | +149.5% | 75,132 | +152.1% | 0.00% | +100.0% |
Q1 2022 | $758,000 | +12.6% | 29,802 | +19.8% | 0.00% | 0.0% |
Q4 2021 | $673,000 | +41.7% | 24,872 | +41.3% | 0.00% | – |
Q3 2021 | $475,000 | +25.0% | 17,601 | +25.7% | 0.00% | – |
Q2 2021 | $380,000 | +1.6% | 14,001 | +0.8% | 0.00% | – |
Q1 2021 | $374,000 | +84.2% | 13,892 | +86.8% | 0.00% | – |
Q4 2020 | $203,000 | – | 7,435 | – | 0.00% | – |
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% |