ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 170 filers reported holding ISHARES TR in Q4 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 ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 119,102 | $3,125,000 | 1.53% |
| Gateway Advisory, LLC | 188,420 | $4,943,000 | 1.45% |
| SENTINEL PENSION ADVISORS INC | 76,710 | $2,012,000 | 0.84% |
| SONATA CAPITAL GROUP INC | 50,231 | $1,318,000 | 0.84% |
| Paulson Wealth Management Inc. | 41,884 | $1,099,000 | 0.77% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 255,185 | $6,695,000 | 0.65% |
| Guidance Point Advisors, LLC | 32,735 | $858,000 | 0.48% |
| Stonebridge Capital Advisors LLC | 91,794 | $2,408,000 | 0.45% |
| Roof Eidam Maycock Peralta, LLC | 41,705 | $1,094,000 | 0.42% |
| TLWM | 26,720 | $701,000 | 0.41% |