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 | $3,052 | +0.1% | 119,565 | 0.0% | 1.63% | +3.4% |
| Q2 2023 | $3,048 | -0.7% | 119,565 | -1.0% | 1.58% | -5.2% |
| Q1 2023 | $3,070 | -2.8% | 120,715 | -3.1% | 1.66% | -5.4% |
| Q4 2022 | $3,157 | -99.9% | 124,535 | 0.0% | 1.76% | +1.3% |
| Q3 2022 | $3,143,000 | -0.3% | 124,535 | +0.7% | 1.73% | +5.7% |
| Q2 2022 | $3,153,000 | +0.1% | 123,645 | 0.0% | 1.64% | +17.8% |
| Q1 2022 | $3,150,000 | -1.7% | 123,645 | 0.0% | 1.39% | +3.7% |
| Q4 2021 | $3,205,000 | +8.8% | 123,645 | +9.2% | 1.34% | +1.7% |
| Q3 2021 | $2,945,000 | +10.9% | 113,265 | +11.4% | 1.32% | +9.3% |
| Q2 2021 | $2,656,000 | +14.5% | 101,712 | +14.8% | 1.21% | +8.5% |
| Q1 2021 | $2,319,000 | +2.8% | 88,627 | +2.9% | 1.11% | -0.2% |
| Q4 2020 | $2,255,000 | +39.0% | 86,125 | +39.6% | 1.12% | +17.9% |
| Q3 2020 | $1,622,000 | +23.1% | 61,706 | +22.8% | 0.95% | +13.2% |
| Q2 2020 | $1,318,000 | +67.9% | 50,231 | +64.1% | 0.84% | +41.5% |
| Q1 2020 | $785,000 | +2.6% | 30,606 | +3.2% | 0.59% | +27.9% |
| Q4 2019 | $765,000 | +213.5% | 29,646 | +213.3% | 0.46% | +180.0% |
| Q3 2019 | $244,000 | – | 9,463 | – | 0.16% | – |
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% |