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 | $1,094,623 | -2.3% | 44,715 | 0.0% | 0.38% | +1.6% |
Q2 2023 | $1,120,781 | -1.6% | 44,715 | 0.0% | 0.38% | -4.6% |
Q1 2023 | $1,138,444 | +1.5% | 44,715 | 0.0% | 0.40% | -3.9% |
Q4 2022 | $1,121,229 | +2.8% | 44,715 | 0.0% | 0.41% | -6.6% |
Q3 2022 | $1,091,000 | -3.0% | 44,715 | 0.0% | 0.44% | +3.3% |
Q2 2022 | $1,125,000 | -1.1% | 44,715 | 0.0% | 0.43% | +11.8% |
Q1 2022 | $1,137,000 | -6.0% | 44,715 | 0.0% | 0.38% | -3.5% |
Q4 2021 | $1,209,000 | +0.1% | 44,715 | 0.0% | 0.40% | -8.4% |
Q3 2021 | $1,208,000 | -0.5% | 44,715 | 0.0% | 0.43% | +2.1% |
Q2 2021 | $1,214,000 | +3.3% | 44,715 | +2.5% | 0.42% | -0.7% |
Q1 2021 | $1,175,000 | -1.3% | 43,608 | 0.0% | 0.42% | -5.6% |
Q4 2020 | $1,191,000 | +24.7% | 43,608 | +23.6% | 0.45% | +11.7% |
Q3 2020 | $955,000 | +1.0% | 35,277 | 0.0% | 0.40% | -4.7% |
Q2 2020 | $946,000 | +11.7% | 35,277 | +8.4% | 0.42% | -22.5% |
Q1 2020 | $847,000 | +109.1% | 32,536 | +109.2% | 0.55% | +166.3% |
Q4 2019 | $405,000 | – | 15,549 | – | 0.20% | – |
Download |
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% |