ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 43 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,282,317 | +6.3% | 705,977 | +8.8% | 0.03% | +7.7% |
| Q2 2023 | $16,257,987 | +2.3% | 648,633 | +3.9% | 0.03% | -3.7% |
| Q1 2023 | $15,891,877 | +10.1% | 624,190 | +8.4% | 0.03% | +3.8% |
| Q4 2022 | $14,432,418 | +98.7% | 575,570 | +93.2% | 0.03% | +73.3% |
| Q3 2022 | $7,265,000 | +26.3% | 297,855 | +30.3% | 0.02% | +36.4% |
| Q2 2022 | $5,754,000 | +8.8% | 228,625 | +9.9% | 0.01% | +22.2% |
| Q1 2022 | $5,291,000 | +4.2% | 208,065 | +10.8% | 0.01% | +12.5% |
| Q4 2021 | $5,079,000 | +0.5% | 187,858 | +0.4% | 0.01% | -20.0% |
| Q3 2021 | $5,056,000 | +7.8% | 187,200 | +8.4% | 0.01% | +11.1% |
| Q2 2021 | $4,688,000 | +1.6% | 172,689 | +0.9% | 0.01% | 0.0% |
| Q1 2021 | $4,613,000 | +19.3% | 171,227 | +20.9% | 0.01% | +12.5% |
| Q4 2020 | $3,867,000 | -13.6% | 141,589 | -14.4% | 0.01% | -27.3% |
| Q3 2020 | $4,476,000 | +1837.7% | 165,335 | +1818.7% | 0.01% | +1000.0% |
| Q2 2020 | $231,000 | – | 8,617 | – | 0.00% | – |
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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% |