ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 91 filers reported holding ISHARES TR in Q1 2023. 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 | 571,772 | $14,557,315 | 2.17% |
| Praetorian Wealth Management, Inc. | 224,358 | $5,712,154 | 1.86% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 401,114 | $10,212,363 | 1.40% |
| Virginia National Bank | 12,351 | $314,456 | 1.10% |
| Granite Harbor Advisors, Inc. | 27,404 | $697,706 | 0.64% |
| Signature Wealth Management Group | 48,545 | $1,235,956 | 0.59% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 31,983 | $814,287 | 0.54% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 570,122 | $14,515,306 | 0.50% |
| Royal Harbor Partners, LLC | 32,359 | $823,860 | 0.44% |
| Prism Advisors, Inc. | 44,715 | $1,138,444 | 0.40% |