ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 115 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $931,405 | +0.2% | 36,540 | 0.0% | 0.07% | -5.6% |
| Q1 2023 | $929,213 | -39.5% | 36,540 | -39.6% | 0.07% | -42.9% |
| Q4 2022 | $1,534,689 | +0.4% | 60,540 | 0.0% | 0.13% | -3.1% |
| Q3 2022 | $1,528,000 | -3.1% | 60,540 | -2.1% | 0.13% | +1.6% |
| Q2 2022 | $1,577,000 | +0.1% | 61,840 | 0.0% | 0.13% | +13.3% |
| Q1 2022 | $1,575,000 | -1.7% | 61,840 | 0.0% | 0.11% | +0.9% |
| Q4 2021 | $1,603,000 | -0.3% | 61,840 | 0.0% | 0.11% | -5.9% |
| Q3 2021 | $1,608,000 | -0.4% | 61,840 | 0.0% | 0.12% | -1.7% |
| Q2 2021 | $1,615,000 | -0.2% | 61,840 | 0.0% | 0.12% | -7.6% |
| Q1 2021 | $1,618,000 | -1.0% | 61,840 | -1.0% | 0.13% | -7.1% |
| Q4 2020 | $1,635,000 | +36.8% | 62,440 | +37.3% | 0.14% | -39.5% |
| Q3 2020 | $1,195,000 | +33.4% | 45,480 | +33.2% | 0.23% | +145.3% |
| Q2 2020 | $896,000 | +47.9% | 34,140 | +44.4% | 0.10% | +23.4% |
| Q1 2020 | $606,000 | +33.2% | 23,640 | +34.0% | 0.08% | +60.4% |
| Q4 2019 | $455,000 | +51.7% | 17,640 | +51.5% | 0.05% | +41.2% |
| Q3 2019 | $300,000 | – | 11,640 | – | 0.03% | – |
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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% |