ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 164 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $952,210 | +0.1% | 37,305 | 0.0% | 0.31% | -1.3% |
| Q2 2023 | $950,904 | +0.2% | 37,305 | 0.0% | 0.32% | -8.9% |
| Q1 2023 | $948,666 | +0.3% | 37,305 | 0.0% | 0.35% | +4.2% |
| Q4 2022 | $945,682 | -10.2% | 37,305 | -10.6% | 0.34% | -14.8% |
| Q3 2022 | $1,053,000 | -0.9% | 41,705 | 0.0% | 0.39% | +0.3% |
| Q2 2022 | $1,063,000 | +0.1% | 41,705 | 0.0% | 0.39% | +14.3% |
| Q1 2022 | $1,062,000 | -1.8% | 41,705 | 0.0% | 0.34% | -6.0% |
| Q4 2021 | $1,081,000 | -0.3% | 41,705 | 0.0% | 0.36% | -8.5% |
| Q3 2021 | $1,084,000 | -0.5% | 41,705 | 0.0% | 0.40% | -1.7% |
| Q2 2021 | $1,089,000 | -0.2% | 41,705 | 0.0% | 0.41% | -3.6% |
| Q1 2021 | $1,091,000 | -0.1% | 41,705 | 0.0% | 0.42% | -0.9% |
| Q4 2020 | $1,092,000 | -0.4% | 41,705 | 0.0% | 0.42% | -0.5% |
| Q3 2020 | $1,096,000 | +0.2% | 41,705 | 0.0% | 0.43% | +0.9% |
| Q2 2020 | $1,094,000 | +4.3% | 41,705 | +2.0% | 0.42% | -4.1% |
| Q1 2020 | $1,049,000 | -5.1% | 40,905 | -4.4% | 0.44% | +3.5% |
| Q4 2019 | $1,105,000 | +0.2% | 42,810 | 0.0% | 0.43% | -5.1% |
| Q3 2019 | $1,103,000 | +0.2% | 42,810 | 0.0% | 0.45% | -0.7% |
| Q2 2019 | $1,101,000 | +1.0% | 42,810 | 0.0% | 0.45% | +5.1% |
| Q1 2019 | $1,090,000 | +6.3% | 42,810 | +4.8% | 0.43% | -13.1% |
| Q4 2018 | $1,025,000 | +1.0% | 40,835 | 0.0% | 0.50% | +8.1% |
| Q3 2018 | $1,015,000 | -0.4% | 40,835 | 0.0% | 0.46% | -3.8% |
| Q2 2018 | $1,019,000 | +3.2% | 40,835 | +3.0% | 0.48% | 0.0% |
| Q1 2018 | $987,000 | +36.9% | 39,635 | +38.6% | 0.48% | +35.6% |
| Q4 2017 | $721,000 | +253.4% | 28,605 | +257.6% | 0.35% | +234.3% |
| Q3 2017 | $204,000 | – | 8,000 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Virginia National Bank | 27,275 | $696,194 | 3.18% |
| Paradigm, Strategies in Wealth Management, LLC | 100,524 | $2,565,875 | 1.64% |
| SONATA CAPITAL GROUP INC | 119,565 | $3,052 | 1.63% |
| Covington Investment Advisors Inc. | 199,456 | $5,091 | 1.08% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 56,853 | $1,451,173 | 1.07% |
| Praetorian Wealth Management, Inc. | 125,631 | $3,206,731 | 1.02% |
| Source Financial Advisors LLC | 82,380 | $2,102,750 | 0.71% |
| PFG Private Wealth Management, LLC | 37,297 | $952,006 | 0.71% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 326,389 | $8,331 | 0.58% |
| Atwater Malick LLC | 47,527 | $1,213,127 | 0.53% |