ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 82 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,687 | -2.3% | 314 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $7,871 | -1.6% | 314 | 0.0% | 0.00% | -40.0% |
| Q1 2023 | $7,995 | +1.5% | 314 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $7,874 | +2.8% | 314 | 0.0% | 0.01% | -28.6% |
| Q3 2022 | $7,658 | -3.1% | 314 | 0.0% | 0.01% | +16.7% |
| Q2 2022 | $7,903 | -1.0% | 314 | 0.0% | 0.01% | -14.3% |
| Q1 2022 | $7,985 | – | 314 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heartwood Wealth Advisors LLC | 544,789 | $13,287,000 | 2.30% |
| Praetorian Wealth Management, Inc. | 171,812 | $4,190,000 | 1.57% |
| Virginia National Bank | 12,351 | $301,000 | 0.96% |
| Gateway Advisory, LLC | 108,727 | $2,652,000 | 0.66% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 514,120 | $12,539,000 | 0.54% |
| BRR OpCo, LLC | 153,995 | $3,756,000 | 0.46% |
| Prism Advisors, Inc. | 44,715 | $1,091,000 | 0.44% |
| SENTINEL PENSION ADVISORS INC | 45,252 | $1,104,000 | 0.38% |
| Royal Harbor Partners, LLC | 21,364 | $521,000 | 0.36% |
| Signature Wealth Management Group | 27,604 | $673,000 | 0.34% |