ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 33 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,029,462 | +4.5% | 41,162 | +5.2% | 0.04% | 0.0% |
| Q1 2024 | $985,154 | +0.0% | 39,140 | +1.0% | 0.04% | -8.2% |
| Q4 2023 | $984,704 | +6.3% | 38,745 | +2.4% | 0.05% | -5.8% |
| 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 | 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% |