ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 125 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $855,551 | -51.6% | 33,518 | -52.2% | 0.04% | -2.6% |
| Q2 2023 | $1,768,076 | +222.9% | 70,162 | +219.3% | 0.04% | +62.5% |
| Q1 2023 | $547,490 | +75208.1% | 21,977 | -24.9% | 0.02% | +26.3% |
| Q4 2022 | $727 | -99.8% | 29,256 | +55.1% | 0.02% | +58.3% |
| Q3 2022 | $470,000 | +217.6% | 18,867 | +219.3% | 0.01% | +140.0% |
| Q2 2022 | $148,000 | -24.5% | 5,909 | -24.4% | 0.01% | +150.0% |
| Q1 2022 | $196,000 | – | 7,818 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2020 | $50,000 | 0.0% | 1,909 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $50,000 | – | 1,909 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
| Q1 2020 | $0 | – | 0 | – | 0.00% | – |
| Q4 2019 | $0 | – | 0 | – | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2018 | $57,000 | +1.8% | 2,269 | +0.3% | 0.00% | +50.0% |
| Q3 2018 | $56,000 | – | 2,263 | – | 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% |