ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 170 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $727,063 | +0.4% | 28,681 | – | 0.27% | -2.5% |
| Q3 2022 | $724,000 | -1.0% | 0 | -100.0% | 0.28% | +14.4% |
| Q2 2022 | $731,000 | 0.0% | 28,681 | 0.0% | 0.24% | +9.5% |
| Q1 2022 | $731,000 | -10.7% | 28,681 | -9.3% | 0.22% | -6.3% |
| Q4 2021 | $819,000 | -9.0% | 31,615 | -8.7% | 0.24% | -13.8% |
| Q3 2021 | $900,000 | -0.4% | 34,632 | 0.0% | 0.28% | +1.1% |
| Q2 2021 | $904,000 | -0.3% | 34,632 | 0.0% | 0.27% | -10.5% |
| Q4 2020 | $907,000 | -0.3% | 34,632 | 0.0% | 0.30% | -11.6% |
| Q3 2020 | $910,000 | +9.4% | 34,632 | +9.3% | 0.34% | +2.7% |
| Q2 2020 | $832,000 | +2.3% | 31,698 | 0.0% | 0.34% | -3.5% |
| Q1 2020 | $813,000 | +8.8% | 31,698 | +9.6% | 0.35% | +45.2% |
| Q4 2019 | $747,000 | +0.3% | 28,918 | 0.0% | 0.24% | -3.2% |
| Q3 2019 | $745,000 | +0.1% | 28,918 | 0.0% | 0.25% | -4.6% |
| Q2 2019 | $744,000 | +2.5% | 28,918 | 0.0% | 0.26% | +3.2% |
| Q4 2018 | $726,000 | – | 28,918 | – | 0.25% | – |
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% |