ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 125 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |