ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 167 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,436,285 | +0.1% | 95,447 | 0.0% | 0.23% | +2.2% |
| Q2 2023 | $2,432,944 | +4.5% | 95,447 | +4.3% | 0.23% | +0.4% |
| Q1 2023 | $2,327,176 | +0.3% | 91,513 | 0.0% | 0.22% | -4.7% |
| Q4 2022 | $2,319,855 | +15.0% | 91,513 | +14.5% | 0.24% | +6.3% |
| Q3 2022 | $2,017,000 | +15.3% | 79,913 | +16.4% | 0.22% | +16.8% |
| Q2 2022 | $1,750,000 | +0.1% | 68,627 | 0.0% | 0.19% | +15.2% |
| Q1 2022 | $1,748,000 | -1.7% | 68,627 | 0.0% | 0.16% | -5.2% |
| Q4 2021 | $1,779,000 | +69.9% | 68,627 | +70.4% | 0.17% | +61.1% |
| Q3 2021 | $1,047,000 | -0.5% | 40,277 | 0.0% | 0.11% | 0.0% |
| Q2 2021 | $1,052,000 | +9.4% | 40,277 | +9.6% | 0.11% | -8.5% |
| Q1 2021 | $962,000 | +13.2% | 36,756 | +13.3% | 0.12% | +1.7% |
| Q4 2020 | $850,000 | -0.4% | 32,453 | 0.0% | 0.12% | -12.8% |
| Q3 2020 | $853,000 | +55.1% | 32,453 | +54.9% | 0.13% | +47.8% |
| Q2 2020 | $550,000 | +3.2% | 20,947 | 0.0% | 0.09% | -15.1% |
| Q1 2020 | $533,000 | +6.4% | 20,947 | +7.9% | 0.11% | +29.3% |
| Q4 2019 | $501,000 | +0.2% | 19,414 | 0.0% | 0.08% | -6.8% |
| Q3 2019 | $500,000 | – | 19,414 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 119,102 | $3,125,000 | 1.53% |
| Gateway Advisory, LLC | 188,420 | $4,943,000 | 1.45% |
| SENTINEL PENSION ADVISORS INC | 76,710 | $2,012,000 | 0.84% |
| SONATA CAPITAL GROUP INC | 50,231 | $1,318,000 | 0.84% |
| Paulson Wealth Management Inc. | 41,884 | $1,099,000 | 0.77% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 255,185 | $6,695,000 | 0.65% |
| Guidance Point Advisors, LLC | 32,735 | $858,000 | 0.48% |
| Stonebridge Capital Advisors LLC | 91,794 | $2,408,000 | 0.45% |
| Roof Eidam Maycock Peralta, LLC | 41,705 | $1,094,000 | 0.42% |
| TLWM | 26,720 | $701,000 | 0.41% |