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 | $1,237,969 | +14.2% | 48,500 | +14.1% | 0.03% | +18.2% |
| Q2 2023 | $1,083,648 | +22.0% | 42,513 | +21.7% | 0.02% | +15.8% |
| Q1 2023 | $888,465 | -3.1% | 34,938 | -3.4% | 0.02% | -9.5% |
| Q4 2022 | $917,294 | +5.2% | 36,185 | +4.8% | 0.02% | +16.7% |
| Q3 2022 | $872,000 | -4.7% | 34,540 | -3.8% | 0.02% | 0.0% |
| Q2 2022 | $915,000 | -19.0% | 35,891 | -19.1% | 0.02% | -10.0% |
| Q1 2022 | $1,130,000 | +0.1% | 44,364 | +1.8% | 0.02% | +5.3% |
| Q4 2021 | $1,129,000 | +21.1% | 43,571 | +21.6% | 0.02% | +11.8% |
| Q3 2021 | $932,000 | -12.1% | 35,841 | -11.7% | 0.02% | -10.5% |
| Q2 2021 | $1,060,000 | +7.5% | 40,604 | +7.8% | 0.02% | 0.0% |
| Q1 2021 | $986,000 | +4.7% | 37,677 | +4.7% | 0.02% | 0.0% |
| Q4 2020 | $942,000 | +11.3% | 35,972 | +11.7% | 0.02% | 0.0% |
| Q3 2020 | $846,000 | +30.4% | 32,199 | +30.3% | 0.02% | +26.7% |
| Q2 2020 | $649,000 | +32.2% | 24,719 | +29.2% | 0.02% | +15.4% |
| Q1 2020 | $491,000 | +14.5% | 19,127 | +15.0% | 0.01% | +44.4% |
| Q4 2019 | $429,000 | +1.7% | 16,633 | +1.4% | 0.01% | 0.0% |
| Q3 2019 | $422,000 | +37.9% | 16,401 | +33.6% | 0.01% | +28.6% |
| Q2 2018 | $306,000 | +11.7% | 12,277 | +11.7% | 0.01% | +16.7% |
| Q1 2018 | $274,000 | – | 10,989 | – | 0.01% | – |
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% |