ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 159 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $466,980 | +37.2% | 18,295 | +37.0% | 0.02% | +25.0% |
| Q2 2023 | $340,470 | -10.2% | 13,357 | -10.4% | 0.01% | -20.0% |
| Q1 2023 | $378,958 | -29.3% | 14,902 | -29.6% | 0.02% | -44.4% |
| Q4 2022 | $536,229 | +0.4% | 21,153 | 0.0% | 0.03% | -12.9% |
| Q3 2022 | $534,000 | -2.9% | 21,153 | -1.9% | 0.03% | 0.0% |
| Q2 2022 | $550,000 | +2.2% | 21,553 | +2.0% | 0.03% | +14.8% |
| Q1 2022 | $538,000 | -26.3% | 21,140 | -25.0% | 0.03% | -22.9% |
| Q4 2021 | $730,000 | +6.3% | 28,175 | +6.7% | 0.04% | -7.9% |
| Q3 2021 | $687,000 | +19.1% | 26,409 | +19.6% | 0.04% | +8.6% |
| Q2 2021 | $577,000 | +63.5% | 22,082 | +63.7% | 0.04% | +40.0% |
| Q1 2021 | $353,000 | +49.6% | 13,486 | +49.8% | 0.02% | +47.1% |
| Q4 2020 | $236,000 | -99.9% | 9,000 | 0.0% | 0.02% | -19.0% |
| Q3 2020 | $237,000,000 | – | 9,000 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 110,227 | $2,782,000 | 2.54% |
| Virginia National Bank | 28,835 | $728,000 | 2.32% |
| Praetorian Wealth Management, Inc. | 199,766 | $5,042,000 | 1.89% |
| SONATA CAPITAL GROUP INC | 124,535 | $3,143,000 | 1.73% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 96,841 | $2,447,000 | 1.21% |
| Resonant Capital Advisors, LLC | 309,091 | $7,801,000 | 1.19% |
| SENTINEL PENSION ADVISORS INC | 116,899 | $2,951,000 | 1.03% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 417,408 | $10,535,000 | 0.84% |
| Gateway Advisory, LLC | 116,651 | $2,944,000 | 0.73% |
| W.H. Cornerstone Investments Inc. | 26,341 | $665,000 | 0.70% |