ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 142 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,046,153 | -8.5% | 158,517 | -8.7% | 0.01% | -8.3% |
| Q2 2023 | $4,423,388 | +94295.8% | 173,534 | -5.8% | 0.01% | -14.3% |
| Q1 2023 | $4,686 | -7.3% | 184,263 | -7.6% | 0.01% | -12.5% |
| Q4 2022 | $5,054 | -99.9% | 199,388 | -10.0% | 0.02% | -27.3% |
| Q3 2022 | $5,592,000 | +2.4% | 221,579 | +3.4% | 0.02% | 0.0% |
| Q2 2022 | $5,463,000 | +3.2% | 214,217 | +3.0% | 0.02% | +10.0% |
| Q1 2022 | $5,296,000 | +1.7% | 207,911 | +3.5% | 0.02% | -9.1% |
| Q4 2021 | $5,205,000 | +7.8% | 200,830 | +8.2% | 0.02% | -12.0% |
| Q3 2021 | $4,828,000 | -0.1% | 185,684 | +0.3% | 0.02% | -16.7% |
| Q2 2021 | $4,834,000 | -2.9% | 185,156 | -2.6% | 0.03% | -14.3% |
| Q1 2021 | $4,976,000 | +16.1% | 190,163 | +16.2% | 0.04% | +6.1% |
| Q4 2020 | $4,285,000 | +1.2% | 163,640 | +1.6% | 0.03% | -17.5% |
| Q3 2020 | $4,234,000 | +3.3% | 161,122 | +3.1% | 0.04% | -2.4% |
| Q2 2020 | $4,099,000 | +4.0% | 156,257 | +1.7% | 0.04% | -16.3% |
| Q1 2020 | $3,941,000 | +115.2% | 153,634 | +116.7% | 0.05% | +157.9% |
| Q4 2019 | $1,831,000 | +19.9% | 70,900 | +19.6% | 0.02% | +5.6% |
| Q3 2019 | $1,527,000 | +46.5% | 59,291 | +46.4% | 0.02% | +50.0% |
| Q2 2019 | $1,042,000 | +38.6% | 40,492 | +37.2% | 0.01% | +9.1% |
| Q1 2019 | $752,000 | +97.4% | 29,520 | +94.4% | 0.01% | +57.1% |
| Q4 2018 | $381,000 | +70.9% | 15,187 | +69.1% | 0.01% | +16.7% |
| Q3 2018 | $223,000 | – | 8,980 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LifeSteps Financial, Inc. | 61,152 | $1,569,000 | 1.81% |
| Gateway Advisory, LLC | 208,783 | $5,355,000 | 1.80% |
| SENTINEL PENSION ADVISORS INC | 73,592 | $1,888,000 | 0.92% |
| Paulson Wealth Management Inc. | 42,056 | $1,087,000 | 0.83% |
| SONATA CAPITAL GROUP INC | 30,606 | $785,000 | 0.59% |
| Guidance Point Advisors, LLC | 32,655 | $837,000 | 0.54% |
| Stonebridge Capital Advisors LLC | 89,515 | $2,296,000 | 0.48% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 157,020 | $4,028,000 | 0.47% |
| Roof Eidam Maycock Peralta, LLC | 40,905 | $1,049,000 | 0.44% |
| TLWM | 26,720 | $685,000 | 0.40% |