ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 40 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $290,203 | +12.2% | 11,854 | +16.7% | 0.00% | 0.0% |
Q1 2023 | $258,563 | -15.2% | 10,155 | -16.5% | 0.00% | -33.3% |
Q4 2022 | $304,778 | +31.9% | 12,155 | +28.5% | 0.01% | +20.0% |
Q3 2022 | $231,000 | -35.1% | 9,462 | -33.2% | 0.01% | -37.5% |
Q2 2022 | $356,000 | +7.6% | 14,155 | +15.5% | 0.01% | 0.0% |
Q3 2021 | $331,000 | -0.3% | 12,252 | +0.2% | 0.01% | -33.3% |
Q2 2021 | $332,000 | +0.9% | 12,232 | +0.2% | 0.01% | -40.0% |
Q1 2021 | $329,000 | -1.2% | 12,206 | +0.1% | 0.02% | -13.0% |
Q4 2020 | $333,000 | +2.8% | 12,191 | +1.9% | 0.02% | -25.8% |
Q3 2020 | $324,000 | +9.5% | 11,968 | +8.6% | 0.03% | +3.3% |
Q2 2020 | $296,000 | -3.3% | 11,016 | -6.3% | 0.03% | -38.8% |
Q1 2020 | $306,000 | – | 11,762 | – | 0.05% | – |
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% |