ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 170 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $197,564 | +9.2% | 7,740 | +9.0% | 0.03% | +13.0% |
| Q2 2023 | $180,979 | +0.2% | 7,100 | 0.0% | 0.02% | -8.0% |
| Q1 2023 | $180,553 | +49639.1% | 7,100 | -50.4% | 0.02% | -53.7% |
| Q4 2022 | $363 | -99.9% | 14,304 | -22.8% | 0.05% | -28.9% |
| Q3 2022 | $467,000 | +2.2% | 18,519 | +3.4% | 0.08% | +7.0% |
| Q2 2022 | $457,000 | – | 17,905 | – | 0.07% | – |
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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% |