ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 | 571,772 | $14,557,315 | 2.17% |
| Praetorian Wealth Management, Inc. | 224,358 | $5,712,154 | 1.86% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 401,114 | $10,212,363 | 1.40% |
| Virginia National Bank | 12,351 | $314,456 | 1.10% |
| Granite Harbor Advisors, Inc. | 27,404 | $697,706 | 0.64% |
| Signature Wealth Management Group | 48,545 | $1,235,956 | 0.59% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 31,983 | $814,287 | 0.54% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 570,122 | $14,515,306 | 0.50% |
| Royal Harbor Partners, LLC | 32,359 | $823,860 | 0.44% |
| Prism Advisors, Inc. | 44,715 | $1,138,444 | 0.40% |