ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 66 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $897,512 | +6.8% | 35,658 | +7.8% | 0.39% | +0.3% |
| Q4 2023 | $840,398 | -8.9% | 33,067 | -12.2% | 0.39% | -18.8% |
| Q3 2023 | $922,357 | -8.9% | 37,678 | -6.7% | 0.48% | -3.2% |
| Q2 2023 | $1,012,325 | +22.9% | 40,388 | +24.8% | 0.50% | +12.2% |
| Q1 2023 | $823,860 | +0.4% | 32,359 | -1.1% | 0.44% | -12.8% |
| Q4 2022 | $820,304 | +57.4% | 32,714 | +53.1% | 0.51% | +42.4% |
| Q3 2022 | $521,000 | – | 21,364 | – | 0.36% | – |
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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% |