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 | $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 ↓ |
|---|---|---|---|
| Virginia National Bank | 27,275 | $696,194 | 3.18% |
| Paradigm, Strategies in Wealth Management, LLC | 100,524 | $2,565,875 | 1.64% |
| SONATA CAPITAL GROUP INC | 119,565 | $3,052 | 1.63% |
| Covington Investment Advisors Inc. | 199,456 | $5,091 | 1.08% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 56,853 | $1,451,173 | 1.07% |
| Praetorian Wealth Management, Inc. | 125,631 | $3,206,731 | 1.02% |
| Source Financial Advisors LLC | 82,380 | $2,102,750 | 0.71% |
| PFG Private Wealth Management, LLC | 37,297 | $952,006 | 0.71% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 326,389 | $8,331 | 0.58% |
| Atwater Malick LLC | 47,527 | $1,213,127 | 0.53% |