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 | $606,219 | -43.0% | 23,750 | -43.1% | 0.15% | -40.9% |
| Q2 2023 | $1,064,207 | +0.2% | 41,750 | 0.0% | 0.25% | -1.6% |
| Q1 2023 | $1,061,702 | +94949.4% | 41,750 | -5.2% | 0.26% | -7.5% |
| Q4 2022 | $1,117 | -99.9% | 44,050 | -8.0% | 0.28% | -7.3% |
| Q3 2022 | $1,209,000 | -1.0% | 47,900 | 0.0% | 0.30% | +6.0% |
| Q2 2022 | $1,221,000 | -7.3% | 47,900 | -7.4% | 0.28% | +16.9% |
| Q1 2022 | $1,317,000 | +42.4% | 51,700 | +44.8% | 0.24% | +48.2% |
| Q4 2021 | $925,000 | +18.6% | 35,700 | +19.0% | 0.16% | +11.6% |
| Q3 2021 | $780,000 | +0.8% | 30,000 | +1.2% | 0.15% | +1.4% |
| Q2 2021 | $774,000 | +48.0% | 29,650 | +48.2% | 0.14% | +39.4% |
| Q1 2021 | $523,000 | – | 20,000 | – | 0.10% | – |
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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% |