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 | $2,256,665 | -2.5% | 92,184 | -0.2% | 0.06% | -3.1% |
| Q2 2023 | $2,314,102 | -5.2% | 92,324 | -3.7% | 0.06% | -9.7% |
| Q1 2023 | $2,439,960 | +47.5% | 95,835 | +45.3% | 0.07% | +16.1% |
| Q4 2022 | $1,654,373 | +22.8% | 65,977 | +23.3% | 0.06% | +10.7% |
| Q2 2022 | $1,347,000 | +13.6% | 53,525 | +14.8% | 0.06% | +33.3% |
| Q1 2022 | $1,186,000 | -7.3% | 46,628 | -1.4% | 0.04% | -10.6% |
| Q4 2021 | $1,279,000 | +0.1% | 47,310 | 0.0% | 0.05% | -6.0% |
| Q3 2021 | $1,278,000 | -2.9% | 47,310 | -2.4% | 0.05% | -7.4% |
| Q2 2021 | $1,316,000 | +4.7% | 48,489 | +3.9% | 0.05% | -8.5% |
| Q1 2021 | $1,257,000 | +2.7% | 46,647 | +4.1% | 0.06% | -1.7% |
| Q4 2020 | $1,224,000 | +24.6% | 44,815 | +23.5% | 0.06% | +9.1% |
| Q3 2020 | $982,000 | – | 36,288 | – | 0.06% | – |
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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% |