ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 167 filers reported holding ISHARES TR in Q1 2023. 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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Paradigm, Strategies in Wealth Management, LLC | 98,747 | $2,515,000 | 2.63% |
Gateway Advisory, LLC | 317,910 | $8,098,000 | 2.20% |
Praetorian Wealth Management, Inc. | 203,316 | $5,178,000 | 1.76% |
SONATA CAPITAL GROUP INC | 123,645 | $3,150,000 | 1.39% |
Virginia National Bank | 38,560 | $982,000 | 1.12% |
SENTINEL PENSION ADVISORS INC | 105,049 | $2,676,000 | 0.91% |
LEAVELL INVESTMENT MANAGEMENT, INC. | 386,891 | $9,855,000 | 0.68% |
Paradiem, LLC | 65,342 | $1,662,000 | 0.54% |
NORTHCAPE WEALTH MANAGEMENT, LLC | 68,908 | $1,755,000 | 0.51% |
First Affirmative Financial Network | 20,835 | $531,000 | 0.51% |