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 | $1,638,505 | +11.7% | 66,932 | +14.4% | 0.13% | +11.9% |
| Q2 2023 | $1,466,846 | +13.3% | 58,522 | +15.1% | 0.12% | +6.3% |
| Q1 2023 | $1,294,542 | +13.2% | 50,846 | +11.4% | 0.11% | +11.0% |
| Q4 2022 | $1,143,997 | +136.9% | 45,623 | +130.5% | 0.10% | +112.8% |
| Q3 2022 | $483,000 | +116.6% | 19,794 | +123.3% | 0.05% | +113.6% |
| Q2 2022 | $223,000 | – | 8,865 | – | 0.02% | – |
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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% |