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 | $288,279 | -13.3% | 11,294 | -13.5% | 0.00% | – |
| Q2 2023 | $332,645 | +34.9% | 13,050 | +34.6% | 0.00% | – |
| Q1 2023 | $246,518 | -44.9% | 9,694 | -43.6% | 0.00% | – |
| Q3 2021 | $447,000 | +20.5% | 17,174 | +20.8% | 0.00% | – |
| Q2 2021 | $371,000 | -60.7% | 14,212 | -60.6% | 0.00% | – |
| Q1 2021 | $944,000 | +306.9% | 36,060 | +307.9% | 0.00% | – |
| Q4 2020 | $232,000 | – | 8,841 | – | 0.00% | – |
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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% |