ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 66 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,050,653 | +4.7% | 328,867 | +7.2% | 0.02% | +7.1% |
| Q2 2023 | $7,691,396 | +4.1% | 306,858 | +5.8% | 0.01% | 0.0% |
| Q1 2023 | $7,385,488 | +5.6% | 290,082 | +4.0% | 0.01% | 0.0% |
| Q4 2022 | $6,995,650 | +66.8% | 278,989 | +62.2% | 0.01% | +55.6% |
| Q3 2022 | $4,194,000 | +1108.6% | 171,957 | +1148.0% | 0.01% | +800.0% |
| Q2 2022 | $347,000 | 0.0% | 13,779 | +0.8% | 0.00% | 0.0% |
| Q1 2022 | $347,000 | – | 13,663 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heartwood Wealth Advisors LLC | 571,772 | $14,557,315 | 2.17% |
| Praetorian Wealth Management, Inc. | 224,358 | $5,712,154 | 1.86% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 401,114 | $10,212,363 | 1.40% |
| Virginia National Bank | 12,351 | $314,456 | 1.10% |
| Granite Harbor Advisors, Inc. | 27,404 | $697,706 | 0.64% |
| Signature Wealth Management Group | 48,545 | $1,235,956 | 0.59% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 31,983 | $814,287 | 0.54% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 570,122 | $14,515,306 | 0.50% |
| Royal Harbor Partners, LLC | 32,359 | $823,860 | 0.44% |
| Prism Advisors, Inc. | 44,715 | $1,138,444 | 0.40% |