ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 170 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,270,762 | +0.1% | 49,785 | 0.0% | 0.42% | +6.4% |
| Q2 2023 | $1,269,020 | -59.7% | 49,785 | -59.8% | 0.39% | -61.2% |
| Q1 2023 | $3,145,661 | -0.5% | 123,699 | -0.8% | 1.01% | -3.5% |
| Q4 2022 | $3,161,113 | +0.4% | 124,699 | +0.0% | 1.05% | +112.4% |
| Q3 2022 | $3,147,000 | +26.4% | 124,683 | +27.8% | 0.49% | -41.9% |
| Q2 2022 | $2,489,000 | – | 97,596 | – | 0.85% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 110,227 | $2,782,000 | 2.54% |
| Virginia National Bank | 28,835 | $728,000 | 2.32% |
| Praetorian Wealth Management, Inc. | 199,766 | $5,042,000 | 1.89% |
| SONATA CAPITAL GROUP INC | 124,535 | $3,143,000 | 1.73% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 96,841 | $2,447,000 | 1.21% |
| Resonant Capital Advisors, LLC | 309,091 | $7,801,000 | 1.19% |
| SENTINEL PENSION ADVISORS INC | 116,899 | $2,951,000 | 1.03% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 417,408 | $10,535,000 | 0.84% |
| Gateway Advisory, LLC | 116,651 | $2,944,000 | 0.73% |
| W.H. Cornerstone Investments Inc. | 26,341 | $665,000 | 0.70% |