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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $700,698 | +0.3% | 27,554 | 0.0% | 0.05% | -7.1% |
| Q4 2022 | $698,494 | +4889.2% | 27,554 | +4802.8% | 0.06% | +5500.0% |
| Q1 2022 | $14,000 | -6.7% | 562 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $15,000 | 0.0% | 562 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $15,000 | 0.0% | 562 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $15,000 | 0.0% | 562 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $15,000 | – | 562 | – | 0.00% | – |
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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% |