ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 40 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,738,643 | -35.2% | 71,023 | -33.7% | 0.00% | 0.0% |
| Q2 2023 | $2,685,038 | -52.0% | 107,123 | -51.3% | 0.00% | -50.0% |
| Q1 2023 | $5,596,210 | +225.6% | 219,804 | +221.9% | 0.00% | +100.0% |
| Q2 2022 | $1,719,000 | +59.2% | 68,289 | +60.8% | 0.00% | – |
| Q1 2022 | $1,080,000 | -16.1% | 42,471 | -10.9% | 0.00% | – |
| Q3 2021 | $1,288,000 | +53.5% | 47,682 | +53.1% | 0.00% | – |
| Q1 2021 | $839,000 | -29.5% | 31,138 | -28.5% | 0.00% | -100.0% |
| Q4 2020 | $1,190,000 | +30.1% | 43,570 | +28.9% | 0.00% | 0.0% |
| Q3 2020 | $915,000 | -19.4% | 33,806 | -20.1% | 0.00% | 0.0% |
| Q2 2020 | $1,135,000 | -68.6% | 42,331 | -69.5% | 0.00% | -75.0% |
| Q1 2020 | $3,609,000 | +73.8% | 138,701 | +73.7% | 0.00% | +33.3% |
| Q4 2019 | $2,077,000 | +123.8% | 79,828 | +123.7% | 0.00% | +50.0% |
| Q3 2019 | $928,000 | +170.6% | 35,681 | +167.3% | 0.00% | +100.0% |
| Q2 2019 | $343,000 | – | 13,351 | – | 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% |