ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 46 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,682,730 | -1.2% | 191,288 | +1.1% | 0.00% | – |
| Q2 2023 | $4,741,747 | -9.3% | 189,178 | -7.9% | 0.00% | -100.0% |
| Q1 2023 | $5,230,426 | +11.7% | 205,437 | +10.0% | 0.00% | 0.0% |
| Q4 2022 | $4,681,753 | +66.3% | 186,710 | +61.7% | 0.00% | – |
| Q3 2022 | $2,815,000 | +6.6% | 115,432 | +10.0% | 0.00% | – |
| Q2 2022 | $2,641,000 | -38.5% | 104,912 | -37.9% | 0.00% | -100.0% |
| Q1 2022 | $4,294,000 | -34.9% | 168,865 | -30.8% | 0.00% | 0.0% |
| Q4 2021 | $6,600,000 | +8.5% | 244,097 | +8.4% | 0.00% | 0.0% |
| Q3 2021 | $6,082,000 | +34.5% | 225,171 | +35.1% | 0.00% | 0.0% |
| Q2 2021 | $4,523,000 | +23.4% | 166,650 | +22.5% | 0.00% | 0.0% |
| Q1 2021 | $3,664,000 | +51.6% | 136,016 | +53.7% | 0.00% | – |
| Q4 2020 | $2,417,000 | +76.4% | 88,481 | +74.8% | 0.00% | – |
| Q3 2020 | $1,370,000 | +2.1% | 50,628 | +1.2% | 0.00% | – |
| Q2 2020 | $1,342,000 | +83.8% | 50,037 | +78.5% | 0.00% | – |
| Q1 2020 | $730,000 | +440.7% | 28,039 | +439.2% | 0.00% | – |
| Q4 2019 | $135,000 | – | 5,200 | – | 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% |