ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 103 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,272,287 | +69.8% | 51,972 | +73.9% | 0.04% | +76.2% |
| Q2 2023 | $749,193 | +105.7% | 29,890 | +109.0% | 0.02% | +90.9% |
| Q1 2023 | $364,155 | +211.9% | 14,303 | +207.2% | 0.01% | +175.0% |
| Q4 2022 | $116,749 | +17.9% | 4,656 | +19.4% | 0.00% | +33.3% |
| Q1 2022 | $99,000 | -5.7% | 3,900 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $105,000 | 0.0% | 3,900 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $105,000 | -0.9% | 3,900 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $106,000 | +1.0% | 3,900 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $105,000 | -1.9% | 3,900 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $107,000 | +0.9% | 3,900 | 0.0% | 0.00% | -20.0% |
| Q3 2020 | $106,000 | +9.3% | 3,900 | +8.3% | 0.01% | 0.0% |
| Q2 2020 | $97,000 | +49.2% | 3,600 | +44.0% | 0.01% | +25.0% |
| Q1 2020 | $65,000 | +25.0% | 2,500 | +25.0% | 0.00% | +33.3% |
| Q4 2019 | $52,000 | 0.0% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $52,000 | – | 2,000 | – | 0.00% | – |
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% |