ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 120 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,174,271 | +0.1% | 85,182 | 0.0% | 0.08% | +5.6% |
| Q2 2023 | $2,171,289 | +4.2% | 85,182 | +3.9% | 0.07% | 0.0% |
| Q1 2023 | $2,084,700 | -7.9% | 81,978 | -8.2% | 0.07% | -12.2% |
| Q4 2022 | $2,263,298 | -23.3% | 89,282 | -23.6% | 0.08% | -26.1% |
| Q3 2022 | $2,951,000 | -1.0% | 116,897 | 0.0% | 0.11% | 0.0% |
| Q2 2022 | $2,981,000 | +0.1% | 116,897 | 0.0% | 0.11% | +16.8% |
| Q1 2022 | $2,978,000 | -1.7% | 116,897 | 0.0% | 0.10% | +5.6% |
| Q4 2021 | $3,030,000 | -0.3% | 116,897 | 0.0% | 0.09% | -7.2% |
| Q3 2021 | $3,039,000 | -0.5% | 116,897 | 0.0% | 0.10% | 0.0% |
| Q2 2021 | $3,053,000 | -2.1% | 116,897 | -1.9% | 0.10% | -7.6% |
| Q1 2021 | $3,119,000 | -0.1% | 119,207 | 0.0% | 0.10% | -5.4% |
| Q4 2020 | $3,122,000 | -0.3% | 119,207 | 0.0% | 0.11% | -14.0% |
| Q3 2020 | $3,132,000 | +0.2% | 119,207 | 0.0% | 0.13% | -6.5% |
| Q2 2020 | $3,127,000 | +2.3% | 119,207 | 0.0% | 0.14% | -40.0% |
| Q1 2020 | $3,058,000 | -0.6% | 119,207 | 0.0% | 0.23% | +32.2% |
| Q4 2019 | $3,078,000 | +16.3% | 119,207 | +16.0% | 0.17% | +12.3% |
| Q3 2019 | $2,646,000 | +110.0% | 102,728 | +109.8% | 0.16% | +106.7% |
| Q2 2019 | $1,260,000 | +526.9% | 48,972 | +520.8% | 0.08% | +525.0% |
| Q1 2019 | $201,000 | – | 7,889 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 110,227 | $2,782,000 | 2.54% |
| Virginia National Bank | 28,835 | $728,000 | 2.32% |
| Praetorian Wealth Management, Inc. | 199,766 | $5,042,000 | 1.89% |
| SONATA CAPITAL GROUP INC | 124,535 | $3,143,000 | 1.73% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 96,841 | $2,447,000 | 1.21% |
| Resonant Capital Advisors, LLC | 309,091 | $7,801,000 | 1.19% |
| SENTINEL PENSION ADVISORS INC | 116,899 | $2,951,000 | 1.03% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 417,408 | $10,535,000 | 0.84% |
| Gateway Advisory, LLC | 116,651 | $2,944,000 | 0.73% |
| W.H. Cornerstone Investments Inc. | 26,341 | $665,000 | 0.70% |