ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,091 | +5.7% | 199,456 | +5.5% | 1.08% | +9.3% |
| Q2 2023 | $4,818 | +3.1% | 189,021 | +2.9% | 0.99% | -5.3% |
| Q1 2023 | $4,672 | +53.1% | 183,721 | +52.6% | 1.05% | +43.6% |
| Q4 2022 | $3,052 | -99.8% | 120,391 | +50.9% | 0.73% | +39.8% |
| Q3 2022 | $2,014,000 | +11.6% | 79,796 | +12.8% | 0.52% | +14.5% |
| Q2 2022 | $1,804,000 | +0.4% | 70,726 | +0.3% | 0.46% | +21.3% |
| Q1 2022 | $1,797,000 | +53.2% | 70,531 | +55.9% | 0.38% | +57.3% |
| Q4 2021 | $1,173,000 | +5.7% | 45,251 | +6.0% | 0.24% | 0.0% |
| Q3 2021 | $1,110,000 | +0.5% | 42,675 | +0.8% | 0.24% | -1.6% |
| Q2 2021 | $1,105,000 | +1.2% | 42,326 | +1.4% | 0.24% | -8.0% |
| Q1 2021 | $1,092,000 | +9.6% | 41,726 | +9.7% | 0.26% | +2.7% |
| Q4 2020 | $996,000 | -0.6% | 38,026 | -0.3% | 0.26% | -10.5% |
| Q3 2020 | $1,002,000 | +1.6% | 38,126 | +1.5% | 0.29% | -5.3% |
| Q2 2020 | $986,000 | +5.0% | 37,581 | +2.6% | 0.30% | -15.1% |
| Q1 2020 | $939,000 | -1.7% | 36,621 | -1.0% | 0.36% | +21.4% |
| Q4 2019 | $955,000 | +25.2% | 37,001 | +24.9% | 0.29% | +14.0% |
| Q3 2019 | $763,000 | +0.1% | 29,615 | 0.0% | 0.26% | +4.0% |
| Q2 2019 | $762,000 | +5.0% | 29,615 | +3.8% | 0.25% | +1.2% |
| Q1 2019 | $726,000 | +18.8% | 28,525 | +17.3% | 0.24% | +5.6% |
| Q4 2018 | $611,000 | – | 24,325 | – | 0.23% | – |
Download | ||||||
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% |