ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 23 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $926,690 | +4.5% | 37,855 | +7.0% | 0.05% | +10.6% |
| Q2 2023 | $887,050 | +1.7% | 35,390 | +3.3% | 0.05% | -6.0% |
| Q1 2023 | $872,642 | +8.1% | 34,275 | +6.4% | 0.05% | +4.2% |
| Q4 2022 | $807,540 | +18.9% | 32,205 | +15.7% | 0.05% | +11.6% |
| Q3 2022 | $679,000 | -0.3% | 27,835 | +2.8% | 0.04% | +4.9% |
| Q2 2022 | $681,000 | -0.1% | 27,065 | +0.9% | 0.04% | +17.1% |
| Q1 2022 | $682,000 | -7.3% | 26,825 | -1.5% | 0.04% | 0.0% |
| Q4 2021 | $736,000 | +34.1% | 27,235 | +33.9% | 0.04% | +20.7% |
| Q3 2021 | $549,000 | +22.8% | 20,340 | +23.4% | 0.03% | +20.8% |
| Q2 2021 | $447,000 | +14.0% | 16,480 | +13.2% | 0.02% | +4.3% |
| Q1 2021 | $392,000 | -16.4% | 14,554 | -15.3% | 0.02% | -20.7% |
| Q4 2020 | $469,000 | +55.8% | 17,180 | +54.4% | 0.03% | +38.1% |
| Q3 2020 | $301,000 | +52.0% | 11,130 | +50.6% | 0.02% | +40.0% |
| Q2 2020 | $198,000 | +842.9% | 7,390 | +829.6% | 0.02% | +650.0% |
| Q1 2020 | $21,000 | – | 795 | – | 0.00% | – |
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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% |