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 | $6,543,210 | +3.3% | 267,288 | +5.8% | 0.00% | 0.0% |
| Q2 2023 | $6,334,627 | -1.7% | 252,728 | -0.2% | 0.00% | 0.0% |
| Q1 2023 | $6,445,988 | -0.6% | 253,181 | -2.1% | 0.00% | 0.0% |
| Q4 2022 | $6,484,108 | +53.3% | 258,537 | +49.1% | 0.00% | 0.0% |
| Q3 2022 | $4,230,000 | +8.6% | 173,443 | +12.1% | 0.00% | 0.0% |
| Q2 2022 | $3,895,000 | +74.0% | 154,770 | +75.8% | 0.00% | +100.0% |
| Q1 2022 | $2,238,000 | +79.9% | 88,016 | +91.4% | 0.00% | – |
| Q4 2021 | $1,244,000 | +10.2% | 45,994 | +10.1% | 0.00% | – |
| Q3 2021 | $1,129,000 | +2.8% | 41,783 | +3.3% | 0.00% | – |
| Q2 2021 | $1,098,000 | +17.9% | 40,449 | +17.0% | 0.00% | – |
| Q1 2021 | $931,000 | +63.9% | 34,573 | +66.2% | 0.00% | – |
| Q4 2020 | $568,000 | +23.7% | 20,796 | +22.6% | 0.00% | – |
| Q3 2020 | $459,000 | -2.3% | 16,956 | -3.3% | 0.00% | – |
| Q2 2020 | $470,000 | +103.5% | 17,526 | +98.1% | 0.00% | – |
| Q1 2020 | $231,000 | +53.0% | 8,847 | +52.0% | 0.00% | – |
| Q4 2019 | $151,000 | – | 5,820 | – | 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% |