ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 159 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,038,320 | +8.1% | 79,850 | +7.9% | 0.00% | 0.0% |
| Q2 2023 | $1,886,324 | +1.1% | 74,000 | +0.9% | 0.00% | -25.0% |
| Q1 2023 | $1,864,899 | +8.4% | 73,334 | +8.0% | 0.00% | +33.3% |
| Q4 2022 | $1,720,626 | +57.7% | 67,874 | +56.9% | 0.00% | +50.0% |
| Q3 2022 | $1,091,000 | +23.8% | 43,258 | +25.4% | 0.00% | 0.0% |
| Q2 2022 | $881,000 | -76.2% | 34,503 | +50.5% | 0.00% | -71.4% |
| Q1 2022 | $3,694,000 | +599.6% | 22,918 | +12.2% | 0.01% | +600.0% |
| Q4 2021 | $528,000 | -0.4% | 20,417 | +0.0% | 0.00% | 0.0% |
| Q3 2021 | $530,000 | +9.1% | 20,413 | +9.8% | 0.00% | 0.0% |
| Q2 2021 | $486,000 | +0.8% | 18,594 | +1.2% | 0.00% | 0.0% |
| Q1 2021 | $482,000 | +12.4% | 18,367 | +12.1% | 0.00% | 0.0% |
| Q4 2020 | $429,000 | 0.0% | 16,379 | +0.2% | 0.00% | 0.0% |
| Q3 2020 | $429,000 | +20.8% | 16,349 | +20.9% | 0.00% | 0.0% |
| Q2 2020 | $355,000 | +2.3% | 13,518 | +0.0% | 0.00% | 0.0% |
| Q1 2020 | $347,000 | – | 13,513 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 98,747 | $2,515,000 | 2.63% |
| Gateway Advisory, LLC | 317,910 | $8,098,000 | 2.20% |
| Praetorian Wealth Management, Inc. | 203,316 | $5,178,000 | 1.76% |
| SONATA CAPITAL GROUP INC | 123,645 | $3,150,000 | 1.39% |
| Virginia National Bank | 38,560 | $982,000 | 1.12% |
| SENTINEL PENSION ADVISORS INC | 105,049 | $2,676,000 | 0.91% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 386,891 | $9,855,000 | 0.68% |
| Paradiem, LLC | 65,342 | $1,662,000 | 0.54% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 68,908 | $1,755,000 | 0.51% |
| First Affirmative Financial Network | 20,835 | $531,000 | 0.51% |