ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 39 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,377,724 | +35.9% | 750,724 | +39.2% | 0.00% | +100.0% |
| Q2 2023 | $13,518,406 | +8.7% | 539,334 | +10.4% | 0.00% | 0.0% |
| Q1 2023 | $12,439,323 | +20.3% | 488,583 | +18.5% | 0.00% | 0.0% |
| Q4 2022 | $10,338,047 | +87.2% | 412,285 | +82.1% | 0.00% | 0.0% |
| Q3 2022 | $5,523,000 | +26.1% | 226,440 | +30.1% | 0.00% | – |
| Q2 2022 | $4,380,000 | +171.4% | 174,002 | +174.1% | 0.00% | – |
| Q1 2022 | $1,614,000 | -4.3% | 63,492 | +1.8% | 0.00% | – |
| Q4 2021 | $1,686,000 | +28.0% | 62,347 | +27.8% | 0.00% | – |
| Q3 2021 | $1,317,000 | +5.4% | 48,773 | +5.9% | 0.00% | – |
| Q2 2021 | $1,250,000 | +0.2% | 46,040 | -0.6% | 0.00% | – |
| Q1 2021 | $1,247,000 | +10.2% | 46,297 | +11.7% | 0.00% | – |
| Q4 2020 | $1,132,000 | -6.5% | 41,454 | -7.3% | 0.00% | – |
| Q3 2020 | $1,211,000 | +90.4% | 44,735 | +88.7% | 0.00% | – |
| Q2 2020 | $636,000 | +214.9% | 23,701 | +205.5% | 0.00% | – |
| Q1 2020 | $202,000 | +359.1% | 7,758 | +354.5% | 0.00% | – |
| Q4 2019 | $44,000 | – | 1,707 | – | 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% |