ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 159 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,299,661 | +2.8% | 207,626 | +2.7% | 0.00% | 0.0% |
| Q2 2023 | $5,154,969 | -1.1% | 202,235 | -1.3% | 0.00% | -20.0% |
| Q1 2023 | $5,212,534 | +19.3% | 204,976 | +18.9% | 0.01% | +25.0% |
| Q4 2022 | $4,370,978 | +17.0% | 172,425 | +16.5% | 0.00% | 0.0% |
| Q3 2022 | $3,736,000 | +22.1% | 148,030 | +23.3% | 0.00% | +33.3% |
| Q2 2022 | $3,060,000 | +140.0% | 120,010 | +139.7% | 0.00% | +200.0% |
| Q1 2022 | $1,275,000 | -10.7% | 50,071 | -9.1% | 0.00% | 0.0% |
| Q4 2021 | $1,427,000 | -9.2% | 55,055 | -8.9% | 0.00% | 0.0% |
| Q3 2021 | $1,572,000 | +5.3% | 60,457 | +5.7% | 0.00% | 0.0% |
| Q2 2021 | $1,493,000 | -0.3% | 57,172 | -0.1% | 0.00% | -50.0% |
| Q1 2021 | $1,498,000 | -5.5% | 57,233 | -5.5% | 0.00% | 0.0% |
| Q4 2020 | $1,585,000 | -9.0% | 60,540 | -8.7% | 0.00% | 0.0% |
| Q3 2020 | $1,742,000 | -3.6% | 66,294 | -3.8% | 0.00% | 0.0% |
| Q2 2020 | $1,807,000 | -3.6% | 68,884 | -5.7% | 0.00% | -33.3% |
| Q1 2020 | $1,875,000 | -42.9% | 73,084 | -42.5% | 0.00% | -25.0% |
| Q4 2019 | $3,281,000 | +4.3% | 127,069 | +4.1% | 0.00% | 0.0% |
| Q3 2019 | $3,145,000 | -15.5% | 122,071 | -15.6% | 0.00% | -20.0% |
| Q2 2019 | $3,722,000 | -1.5% | 144,679 | -2.5% | 0.01% | -16.7% |
| Q1 2019 | $3,779,000 | +308.1% | 148,390 | +302.4% | 0.01% | +200.0% |
| Q4 2018 | $926,000 | +2.8% | 36,873 | +1.6% | 0.00% | +100.0% |
| Q3 2018 | $901,000 | +25.3% | 36,283 | +25.8% | 0.00% | 0.0% |
| Q2 2018 | $719,000 | +97.5% | 28,832 | +97.2% | 0.00% | 0.0% |
| Q1 2018 | $364,000 | – | 14,622 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 98,747 | $2,515,000 | 2.63% |
| Gateway Advisory, LLC | 317,910 | $8,098,000 | 2.20% |
| Praetorian Wealth Management, Inc. | 203,316 | $5,178,000 | 1.76% |
| SONATA CAPITAL GROUP INC | 123,645 | $3,150,000 | 1.39% |
| Virginia National Bank | 38,560 | $982,000 | 1.12% |
| SENTINEL PENSION ADVISORS INC | 105,049 | $2,676,000 | 0.91% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 386,891 | $9,855,000 | 0.68% |
| Paradiem, LLC | 65,342 | $1,662,000 | 0.54% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 68,908 | $1,755,000 | 0.51% |
| First Affirmative Financial Network | 20,835 | $531,000 | 0.51% |