ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 159 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $38 | -97.6% | 1,513 | -97.6% | 0.00% | -97.2% |
| Q4 2022 | $1,570 | -99.8% | 61,946 | +80.7% | 0.07% | +65.1% |
| Q3 2022 | $865,000 | -11.9% | 34,288 | -11.0% | 0.04% | -8.5% |
| Q2 2022 | $982,000 | +8.0% | 38,527 | +8.0% | 0.05% | +14.6% |
| Q1 2022 | $909,000 | +2425.0% | 35,667 | +2522.6% | 0.04% | +1266.7% |
| Q2 2020 | $36,000 | -78.3% | 1,360 | -78.9% | 0.00% | -78.6% |
| Q2 2019 | $166,000 | +7.8% | 6,455 | +7.0% | 0.01% | 0.0% |
| Q1 2019 | $154,000 | -42.1% | 6,031 | -43.0% | 0.01% | -50.0% |
| Q4 2018 | $266,000 | -4.3% | 10,585 | -5.5% | 0.03% | +7.7% |
| Q3 2018 | $278,000 | +4.1% | 11,199 | +4.5% | 0.03% | 0.0% |
| Q2 2018 | $267,000 | -4.3% | 10,713 | -4.5% | 0.03% | -7.1% |
| Q1 2018 | $279,000 | – | 11,219 | – | 0.03% | – |
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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% |