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 | $15,635,000 | -6.3% | 638,883 | -4.0% | 0.03% | -12.1% |
| Q2 2023 | $16,686,000 | +0.7% | 665,526 | +2.3% | 0.03% | -8.3% |
| Q1 2023 | $16,563,000 | +4.1% | 650,540 | +2.6% | 0.04% | 0.0% |
| Q4 2022 | $15,905,000 | +45.9% | 634,128 | +41.9% | 0.04% | +24.1% |
| Q3 2022 | $10,898,000 | +76.9% | 447,013 | +82.7% | 0.03% | +81.2% |
| Q2 2022 | $6,162,000 | -41.1% | 244,705 | -40.5% | 0.02% | -30.4% |
| Q1 2022 | $10,461,000 | +105.5% | 411,534 | +118.7% | 0.02% | +109.1% |
| Q4 2021 | $5,091,000 | +2.9% | 188,213 | +2.7% | 0.01% | -15.4% |
| Q3 2021 | $4,946,000 | +2.7% | 183,192 | +3.2% | 0.01% | -7.1% |
| Q2 2021 | $4,818,000 | – | 177,473 | – | 0.01% | – |
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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% |