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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $632,637 | -22.5% | 24,785 | -22.6% | 0.04% | -18.6% |
| Q2 2023 | $816,088 | -3.9% | 32,016 | -4.1% | 0.04% | -10.4% |
| Q1 2023 | $849,260 | -6.6% | 33,396 | -6.9% | 0.05% | -11.1% |
| Q4 2022 | $909,203 | -12.2% | 35,866 | -12.6% | 0.05% | -18.2% |
| Q3 2022 | $1,036,000 | -6.5% | 41,041 | -5.6% | 0.07% | -1.5% |
| Q2 2022 | $1,108,000 | -0.3% | 43,466 | -0.4% | 0.07% | +19.6% |
| Q1 2022 | $1,111,000 | +1.7% | 43,621 | +3.5% | 0.06% | +7.7% |
| Q4 2021 | $1,092,000 | +14.6% | 42,141 | +14.9% | 0.05% | +4.0% |
| Q3 2021 | $953,000 | +0.7% | 36,661 | +1.1% | 0.05% | 0.0% |
| Q2 2021 | $946,000 | -12.8% | 36,246 | -12.6% | 0.05% | -20.6% |
| Q1 2021 | $1,085,000 | +12.1% | 41,459 | +12.1% | 0.06% | +6.8% |
| Q4 2020 | $968,000 | +0.1% | 36,985 | +0.5% | 0.06% | -10.6% |
| Q3 2020 | $967,000 | +34.9% | 36,785 | +34.5% | 0.07% | +24.5% |
| Q2 2020 | $717,000 | +39.5% | 27,345 | +36.6% | 0.05% | +12.8% |
| Q1 2020 | $514,000 | +32.5% | 20,020 | +33.1% | 0.05% | +67.9% |
| Q4 2019 | $388,000 | +4.0% | 15,045 | +3.9% | 0.03% | -3.4% |
| Q3 2019 | $373,000 | +16.6% | 14,480 | +16.3% | 0.03% | +11.5% |
| Q2 2019 | $320,000 | +10.0% | 12,455 | +9.1% | 0.03% | +4.0% |
| Q1 2019 | $291,000 | +14.6% | 11,420 | +12.8% | 0.02% | +4.2% |
| Q4 2018 | $254,000 | +4.1% | 10,120 | +3.2% | 0.02% | +20.0% |
| Q3 2018 | $244,000 | +93.7% | 9,810 | +93.5% | 0.02% | +81.8% |
| Q2 2018 | $126,000 | – | 5,070 | – | 0.01% | – |
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% |