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 | $10,599,733 | -1.7% | 415,269 | -1.9% | 0.01% | -12.5% |
| Q2 2023 | $10,786,765 | -0.2% | 423,176 | -0.4% | 0.01% | 0.0% |
| Q1 2023 | $10,807,486 | +0.7% | 424,990 | +0.3% | 0.01% | -11.1% |
| Q4 2022 | $10,737,635 | +49.4% | 423,575 | +48.7% | 0.01% | +28.6% |
| Q3 2022 | $7,188,000 | +5.8% | 284,787 | +6.8% | 0.01% | +16.7% |
| Q2 2022 | $6,797,000 | +7.9% | 266,541 | +7.8% | 0.01% | +20.0% |
| Q1 2022 | $6,300,000 | +22.1% | 247,324 | +24.3% | 0.01% | +25.0% |
| Q4 2021 | $5,158,000 | +4.2% | 199,035 | +4.5% | 0.00% | -20.0% |
| Q3 2021 | $4,950,000 | +18.8% | 190,380 | +19.3% | 0.01% | +25.0% |
| Q2 2021 | $4,167,000 | +4.0% | 159,609 | +4.2% | 0.00% | -20.0% |
| Q1 2021 | $4,006,000 | +1.0% | 153,113 | +1.0% | 0.01% | 0.0% |
| Q4 2020 | $3,968,000 | +4.8% | 151,535 | +5.2% | 0.01% | -16.7% |
| Q3 2020 | $3,786,000 | +9.3% | 144,060 | +9.1% | 0.01% | 0.0% |
| Q2 2020 | $3,465,000 | +11.3% | 132,067 | +8.8% | 0.01% | -14.3% |
| Q1 2020 | $3,114,000 | +11.1% | 121,421 | +11.9% | 0.01% | +40.0% |
| Q4 2019 | $2,802,000 | +13.4% | 108,540 | +13.2% | 0.01% | 0.0% |
| Q3 2019 | $2,471,000 | +17.8% | 95,919 | +17.6% | 0.01% | +25.0% |
| Q2 2019 | $2,098,000 | +39.7% | 81,554 | +38.3% | 0.00% | +33.3% |
| Q1 2019 | $1,502,000 | +27.6% | 58,971 | +25.8% | 0.00% | 0.0% |
| Q4 2018 | $1,177,000 | +12.3% | 46,890 | +11.2% | 0.00% | 0.0% |
| Q3 2018 | $1,048,000 | +34.4% | 42,181 | +35.0% | 0.00% | +50.0% |
| Q2 2018 | $780,000 | +117.9% | 31,254 | +117.1% | 0.00% | +100.0% |
| Q1 2018 | $358,000 | – | 14,397 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 98,747 | $2,515,000 | 2.63% |
| Gateway Advisory, LLC | 317,910 | $8,098,000 | 2.20% |
| Praetorian Wealth Management, Inc. | 203,316 | $5,178,000 | 1.76% |
| SONATA CAPITAL GROUP INC | 123,645 | $3,150,000 | 1.39% |
| Virginia National Bank | 38,560 | $982,000 | 1.12% |
| SENTINEL PENSION ADVISORS INC | 105,049 | $2,676,000 | 0.91% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 386,891 | $9,855,000 | 0.68% |
| Paradiem, LLC | 65,342 | $1,662,000 | 0.54% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 68,908 | $1,755,000 | 0.51% |
| First Affirmative Financial Network | 20,835 | $531,000 | 0.51% |