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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,622,649 | -1.2% | 104,864 | -0.6% | 0.27% | -4.6% |
| Q1 2024 | $2,655,460 | -4.9% | 105,501 | -4.0% | 0.28% | -8.1% |
| Q4 2023 | $2,792,473 | +158.4% | 109,875 | +148.9% | 0.31% | +129.9% |
| Q3 2023 | $1,080,621 | -0.6% | 44,143 | +1.8% | 0.13% | -5.6% |
| Q2 2023 | $1,086,643 | +0.8% | 43,353 | +2.4% | 0.14% | -4.1% |
| Q1 2023 | $1,078,104 | -61.4% | 42,345 | -61.5% | 0.15% | -51.9% |
| Q4 2022 | $2,792,473 | +424.9% | 109,875 | +403.9% | 0.31% | +158.8% |
| Q3 2022 | $532,000 | -1.3% | 21,804 | +1.8% | 0.12% | +5.3% |
| Q2 2022 | $539,000 | +32.4% | 21,421 | +33.8% | 0.11% | +46.8% |
| Q1 2022 | $407,000 | +20.4% | 16,012 | +28.1% | 0.08% | +20.3% |
| Q4 2021 | $338,000 | 0.0% | 12,500 | 0.0% | 0.06% | -9.9% |
| Q3 2021 | $338,000 | -0.3% | 12,500 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $339,000 | +0.6% | 12,500 | 0.0% | 0.07% | -9.0% |
| Q1 2021 | $337,000 | – | 12,500 | – | 0.08% | – |
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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% |