ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 142 filers reported holding ISHARES TR in Q3 2022. 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 ↓ |
|---|---|---|---|
| Virginia National Bank | 27,385 | $696,400 | 2.45% |
| Paradigm, Strategies in Wealth Management, LLC | 108,465 | $2,758,265 | 2.17% |
| SONATA CAPITAL GROUP INC | 120,715 | $3,070 | 1.66% |
| Praetorian Wealth Management, Inc. | 187,278 | $4,762,479 | 1.55% |
| Waterford Advisors, LLC | 101,520 | $2,582 | 1.40% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 105,499 | $2,683 | 1.21% |
| Covington Investment Advisors Inc. | 183,721 | $4,672 | 1.05% |
| Newman Dignan & Sheerar, Inc. | 123,699 | $3,145,661 | 1.01% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 54,964 | $1,397,735 | 0.92% |
| SENTINEL PENSION ADVISORS INC | 125,522 | $3,190,771 | 0.81% |