ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 115 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $441,167 | -4.7% | 17,284 | -4.8% | 0.01% | 0.0% |
| Q2 2023 | $462,765 | -8.7% | 18,155 | -8.9% | 0.01% | -14.3% |
| Q1 2023 | $506,927 | +0.4% | 19,934 | +0.1% | 0.01% | -6.7% |
| Q4 2022 | $504,954 | -0.6% | 19,919 | -1.0% | 0.02% | -16.7% |
| Q3 2022 | $508,000 | -1.0% | 20,120 | +0.1% | 0.02% | 0.0% |
| Q2 2022 | $513,000 | +0.2% | 20,104 | +0.1% | 0.02% | +20.0% |
| Q1 2022 | $512,000 | +1.4% | 20,089 | +3.2% | 0.02% | 0.0% |
| Q4 2021 | $505,000 | +49.0% | 19,463 | +49.2% | 0.02% | +36.4% |
| Q3 2021 | $339,000 | +44.3% | 13,042 | +45.2% | 0.01% | +57.1% |
| Q2 2021 | $235,000 | +14.6% | 8,980 | +14.8% | 0.01% | -12.5% |
| Q1 2021 | $205,000 | +150.0% | 7,821 | +149.2% | 0.01% | +166.7% |
| Q4 2020 | $82,000 | -18.8% | 3,138 | -18.4% | 0.00% | -40.0% |
| Q3 2020 | $101,000 | +102.0% | 3,847 | +97.8% | 0.01% | +66.7% |
| Q1 2020 | $50,000 | 0.0% | 1,945 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $50,000 | – | 1,945 | – | 0.00% | – |
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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% |