ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 46 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,548,073 | -0.5% | 226,637 | +1.9% | 1.76% | +2.3% |
| Q2 2023 | $5,575,583 | -2.4% | 222,445 | -0.9% | 1.72% | -7.2% |
| Q1 2023 | $5,712,154 | +18.6% | 224,358 | +16.8% | 1.86% | +7.0% |
| Q4 2022 | $4,816,280 | +14.9% | 192,075 | +11.8% | 1.74% | +10.4% |
| Q3 2022 | $4,190,000 | -3.1% | 171,812 | -0.0% | 1.57% | -1.1% |
| Q2 2022 | $4,324,000 | +7.6% | 171,826 | +8.7% | 1.59% | +16.0% |
| Q1 2022 | $4,019,000 | +11.7% | 158,061 | +18.7% | 1.37% | +17.1% |
| Q4 2021 | $3,599,000 | +5.0% | 133,129 | +4.9% | 1.17% | +0.7% |
| Q3 2021 | $3,426,000 | +7.0% | 126,851 | +7.5% | 1.16% | +8.5% |
| Q2 2021 | $3,203,000 | +39.5% | 118,004 | +38.4% | 1.07% | +32.3% |
| Q1 2021 | $2,296,000 | +25.3% | 85,249 | +27.0% | 0.81% | +15.6% |
| Q4 2020 | $1,833,000 | +26.1% | 67,124 | +24.9% | 0.70% | +9.0% |
| Q3 2020 | $1,454,000 | +112.0% | 53,726 | +110.1% | 0.64% | +91.1% |
| Q2 2020 | $686,000 | – | 25,572 | – | 0.34% | – |
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% |