ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 103 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $393,469 | -2.3% | 16,073 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $402,872 | -21.0% | 16,073 | -19.7% | 0.00% | 0.0% |
| Q1 2023 | $509,839 | -7.5% | 20,025 | -8.9% | 0.00% | -33.3% |
| Q4 2022 | $551,124 | -19.7% | 21,979 | -21.9% | 0.00% | -25.0% |
| Q3 2022 | $686,000 | +34.0% | 28,126 | +38.2% | 0.00% | +33.3% |
| Q2 2022 | $512,000 | +19.3% | 20,355 | +20.7% | 0.00% | 0.0% |
| Q1 2022 | $429,000 | -44.8% | 16,866 | -41.3% | 0.00% | -40.0% |
| Q4 2021 | $777,000 | +0.1% | 28,720 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $776,000 | -20.4% | 28,720 | -20.0% | 0.01% | -33.3% |
| Q2 2021 | $975,000 | +33.6% | 35,915 | +32.5% | 0.01% | +12.5% |
| Q1 2021 | $730,000 | +23.5% | 27,112 | +25.4% | 0.01% | 0.0% |
| Q4 2020 | $591,000 | +5.0% | 21,622 | +4.0% | 0.01% | -11.1% |
| Q3 2020 | $563,000 | -1.2% | 20,785 | -2.3% | 0.01% | 0.0% |
| Q2 2020 | $570,000 | +27.8% | 21,276 | +21.6% | 0.01% | -10.0% |
| Q1 2020 | $446,000 | – | 17,499 | – | 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% |