ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 167 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |