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 | $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% | – |
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% |