ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,195 | +4.0% | 784,114 | +6.5% | 0.07% | 0.0% |
| Q2 2023 | $18,459 | +4.7% | 736,453 | +6.3% | 0.07% | -8.8% |
| Q1 2023 | $17,638 | +9.2% | 692,779 | +7.6% | 0.08% | -1.2% |
| Q4 2022 | $16,149 | -99.9% | 644,031 | +24.0% | 0.08% | +8.0% |
| Q3 2022 | $12,665,000 | +22.3% | 519,278 | +26.2% | 0.08% | +19.0% |
| Q2 2022 | $10,358,000 | +249.5% | 411,513 | +253.1% | 0.06% | +270.6% |
| Q1 2022 | $2,964,000 | – | 116,547 | – | 0.02% | – |
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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% |