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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,060,352 | -17.0% | 80,719 | -17.1% | 0.18% | -13.7% |
| Q2 2023 | $2,482,572 | -45.4% | 97,394 | -45.5% | 0.20% | -47.0% |
| Q1 2023 | $4,544,239 | -12.0% | 178,696 | -12.3% | 0.39% | -17.1% |
| Q4 2022 | $5,166,227 | +35.8% | 203,796 | +35.2% | 0.47% | +29.4% |
| Q3 2022 | $3,804,000 | -11.7% | 150,748 | -10.7% | 0.36% | -6.2% |
| Q2 2022 | $4,306,000 | +22.3% | 168,826 | +22.1% | 0.38% | +41.0% |
| Q1 2022 | $3,521,000 | +25.7% | 138,250 | +27.9% | 0.27% | +30.0% |
| Q4 2021 | $2,802,000 | +69.8% | 108,117 | +70.4% | 0.21% | +56.7% |
| Q3 2021 | $1,650,000 | +7.4% | 63,452 | +7.8% | 0.13% | +3.1% |
| Q2 2021 | $1,537,000 | +62.3% | 58,883 | +62.7% | 0.13% | +52.9% |
| Q1 2021 | $947,000 | -0.1% | 36,195 | 0.0% | 0.08% | -5.6% |
| Q4 2020 | $948,000 | -0.3% | 36,195 | 0.0% | 0.09% | -8.2% |
| Q3 2020 | $951,000 | +7.9% | 36,195 | +7.8% | 0.10% | +1.0% |
| Q2 2020 | $881,000 | – | 33,585 | – | 0.10% | – |
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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% |