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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $487,248 | -44.1% | 19,482 | -43.7% | 0.17% | -47.3% |
| Q1 2024 | $871,129 | -1.0% | 34,609 | -0.0% | 0.32% | -8.9% |
| Q4 2023 | $879,608 | -6.8% | 34,610 | -10.2% | 0.35% | -19.4% |
| Q3 2023 | $943,634 | +11.2% | 38,547 | +13.8% | 0.43% | +29.9% |
| Q2 2023 | $848,791 | +74.5% | 33,864 | +77.3% | 0.33% | +59.0% |
| Q1 2023 | $486,354 | +1.9% | 19,103 | +0.3% | 0.21% | -25.8% |
| Q4 2022 | $477,350 | – | 19,037 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heartwood Wealth Advisors LLC | 605,246 | $15,170,491 | 2.15% |
| Praetorian Wealth Management, Inc. | 222,445 | $5,575,583 | 1.72% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 403,116 | $10,104,104 | 1.34% |
| Virginia National Bank | 12,351 | $309,577 | 1.07% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 34,641 | $868,277 | 0.62% |
| Signature Wealth Management Group | 50,873 | $1,275,132 | 0.59% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 54,864 | $1,372 | 0.57% |
| Granite Harbor Advisors, Inc. | 27,404 | $686,881 | 0.53% |
| Royal Harbor Partners, LLC | 40,388 | $1,012,325 | 0.50% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 594,161 | $14,892,646 | 0.49% |