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 | $3,327,013 | +0.0% | 130,599 | +0.1% | 0.35% | +8.3% |
| Q2 2023 | $3,326,701 | +0.3% | 130,510 | +0.1% | 0.33% | -2.4% |
| Q1 2023 | $3,317,147 | +2.7% | 130,442 | +2.4% | 0.34% | -1.8% |
| Q4 2022 | $3,230,268 | +17.7% | 127,427 | +17.2% | 0.34% | +7.9% |
| Q3 2022 | $2,745,000 | – | 108,770 | – | 0.32% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Virginia National Bank | 27,385 | $696,400 | 2.45% |
| Paradigm, Strategies in Wealth Management, LLC | 108,465 | $2,758,265 | 2.17% |
| SONATA CAPITAL GROUP INC | 120,715 | $3,070 | 1.66% |
| Praetorian Wealth Management, Inc. | 187,278 | $4,762,479 | 1.55% |
| Waterford Advisors, LLC | 101,520 | $2,582 | 1.40% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 105,499 | $2,683 | 1.21% |
| Covington Investment Advisors Inc. | 183,721 | $4,672 | 1.05% |
| Newman Dignan & Sheerar, Inc. | 123,699 | $3,145,661 | 1.01% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 54,964 | $1,397,735 | 0.92% |
| SENTINEL PENSION ADVISORS INC | 125,522 | $3,190,771 | 0.81% |