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 | $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 ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 119,102 | $3,125,000 | 1.53% |
| Gateway Advisory, LLC | 188,420 | $4,943,000 | 1.45% |
| SENTINEL PENSION ADVISORS INC | 76,710 | $2,012,000 | 0.84% |
| SONATA CAPITAL GROUP INC | 50,231 | $1,318,000 | 0.84% |
| Paulson Wealth Management Inc. | 41,884 | $1,099,000 | 0.77% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 255,185 | $6,695,000 | 0.65% |
| Guidance Point Advisors, LLC | 32,735 | $858,000 | 0.48% |
| Stonebridge Capital Advisors LLC | 91,794 | $2,408,000 | 0.45% |
| Roof Eidam Maycock Peralta, LLC | 41,705 | $1,094,000 | 0.42% |
| TLWM | 26,720 | $701,000 | 0.41% |