ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 53 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | +105.3% | 42,345 | +102.2% | 0.15% | +33.3% |
| Q4 2022 | $525,146 | -1.3% | 20,943 | -3.9% | 0.11% | -6.7% |
| 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 | 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% |