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 | $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 ↓ |
|---|---|---|---|
| LifeSteps Financial, Inc. | 61,152 | $1,569,000 | 1.81% |
| Gateway Advisory, LLC | 208,783 | $5,355,000 | 1.80% |
| SENTINEL PENSION ADVISORS INC | 73,592 | $1,888,000 | 0.92% |
| Paulson Wealth Management Inc. | 42,056 | $1,087,000 | 0.83% |
| SONATA CAPITAL GROUP INC | 30,606 | $785,000 | 0.59% |
| Guidance Point Advisors, LLC | 32,655 | $837,000 | 0.54% |
| Stonebridge Capital Advisors LLC | 89,515 | $2,296,000 | 0.48% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 157,020 | $4,028,000 | 0.47% |
| Roof Eidam Maycock Peralta, LLC | 40,905 | $1,049,000 | 0.44% |
| TLWM | 26,720 | $685,000 | 0.40% |