ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 43 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $164,016 | -2.3% | 6,700 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $167,936 | +15.7% | 6,700 | +17.5% | 0.02% | +5.9% |
| Q1 2023 | $145,122 | +134.4% | 5,700 | +130.9% | 0.02% | +142.9% |
| Q4 2022 | $61,902 | +16.8% | 2,469 | +13.9% | 0.01% | 0.0% |
| Q3 2022 | $53,000 | -1.9% | 2,168 | +0.2% | 0.01% | 0.0% |
| Q2 2022 | $54,000 | -1.8% | 2,164 | +0.1% | 0.01% | +16.7% |
| Q1 2022 | $55,000 | +48.6% | 2,161 | +59.0% | 0.01% | +50.0% |
| Q4 2021 | $37,000 | 0.0% | 1,359 | +0.1% | 0.00% | 0.0% |
| Q3 2021 | $37,000 | -49.3% | 1,357 | -49.9% | 0.00% | -20.0% |
| Q2 2021 | $73,000 | +102.8% | 2,709 | +100.1% | 0.01% | 0.0% |
| Q1 2021 | $36,000 | – | 1,354 | – | 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% |