ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 166 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,990,363 | +7.4% | 77,977 | +7.2% | 0.00% | +50.0% |
| Q2 2023 | $1,853,806 | -0.9% | 72,727 | -1.1% | 0.00% | -33.3% |
| Q1 2023 | $1,869,828 | +9.5% | 73,528 | +9.1% | 0.00% | 0.0% |
| Q4 2022 | $1,708,087 | -11.1% | 67,380 | -11.5% | 0.00% | 0.0% |
| Q3 2022 | $1,922,000 | +6.9% | 76,139 | +8.0% | 0.00% | 0.0% |
| Q2 2022 | $1,798,000 | +81.2% | 70,503 | +81.0% | 0.00% | +50.0% |
| Q1 2022 | $992,000 | -10.1% | 38,958 | -8.5% | 0.00% | 0.0% |
| Q4 2021 | $1,103,000 | -2.6% | 42,554 | -2.3% | 0.00% | 0.0% |
| Q3 2021 | $1,132,000 | -0.7% | 43,539 | -0.3% | 0.00% | 0.0% |
| Q2 2021 | $1,140,000 | – | 43,660 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Virginia National Bank | 27,275 | $695,239 | 2.40% |
| Paradigm, Strategies in Wealth Management, LLC | 109,762 | $2,797,833 | 1.89% |
| SONATA CAPITAL GROUP INC | 119,565 | $3,048 | 1.58% |
| Waterford Advisors, LLC | 99,985 | $2,549 | 1.23% |
| Global Financial Private Client, LLC | 92,508 | $2,354,329 | 1.16% |
| Praetorian Wealth Management, Inc. | 146,888 | $3,744,175 | 1.16% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 56,266 | $1,434,220 | 1.02% |
| Covington Investment Advisors Inc. | 189,021 | $4,818 | 0.99% |
| SENTINEL PENSION ADVISORS INC. | 122,089 | $3,112,043 | 0.75% |
| Source Financial Advisors LLC | 82,380 | $2,099,866 | 0.69% |