ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 139 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $405,616 | -2.6% | 15,891 | -2.7% | 0.40% | -4.6% |
| Q2 2023 | $416,291 | -1.2% | 16,332 | -1.5% | 0.42% | -14.8% |
| Q1 2023 | $421,519 | -1.4% | 16,576 | -1.7% | 0.49% | -5.8% |
| Q4 2022 | $427,543 | +3.5% | 16,866 | +3.0% | 0.52% | -1.3% |
| Q3 2022 | $413,000 | -19.8% | 16,382 | -18.9% | 0.52% | -10.3% |
| Q2 2022 | $515,000 | -3.0% | 20,201 | -3.0% | 0.58% | +14.9% |
| Q1 2022 | $531,000 | +22.1% | 20,835 | +24.2% | 0.51% | +28.2% |
| Q4 2021 | $435,000 | +7.9% | 16,774 | +8.4% | 0.40% | -4.3% |
| Q3 2021 | $403,000 | – | 15,481 | – | 0.42% | – |
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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% |