ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 130 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $889 | -48.4% | 34,891 | -48.5% | 0.04% | -44.3% |
| Q1 2023 | $1,724 | -99.6% | 67,785 | +310.3% | 0.07% | +536.4% |
| Q4 2021 | $428,000 | +96.3% | 16,522 | +97.1% | 0.01% | +22.2% |
| Q3 2021 | $218,000 | -26.4% | 8,382 | -25.9% | 0.01% | -55.0% |
| Q4 2020 | $296,000 | -18.9% | 11,311 | -18.6% | 0.02% | -31.0% |
| Q2 2020 | $365,000 | -39.0% | 13,901 | -39.9% | 0.03% | -43.1% |
| Q4 2019 | $598,000 | +110.6% | 23,141 | +104.6% | 0.05% | +200.0% |
| Q4 2018 | $284,000 | – | 11,311 | – | 0.02% | – |
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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% |