ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 43 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $720,422 | +36.1% | 28,805 | +37.0% | 0.01% | +50.0% |
| Q1 2024 | $529,347 | +57.7% | 21,031 | +59.3% | 0.01% | +50.0% |
| Q4 2023 | $335,661 | +15.7% | 13,206 | +11.4% | 0.00% | 0.0% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heartwood Wealth Advisors LLC | 516,150 | $12,991,000 | 2.14% |
| Praetorian Wealth Management, Inc. | 171,826 | $4,324,000 | 1.59% |
| Virginia National Bank | 12,351 | $311,000 | 0.49% |
| Prism Advisors, Inc. | 44,715 | $1,125,000 | 0.43% |
| Fortune 45 LLC | 9,770 | $245,000 | 0.28% |
| Roof Eidam Maycock Peralta, LLC | 28,350 | $714,000 | 0.26% |
| Cornell Pochily Investment Advisors, Inc. | 17,973 | $452,000 | 0.20% |
| Signature Wealth Management Group | 15,258 | $384,000 | 0.19% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 159,780 | $4,022,000 | 0.17% |
| Peloton Wealth Strategists | 10,000 | $252,000 | 0.12% |