ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 130 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $279,454 | +10.8% | 10,948 | +10.6% | 0.01% | +7.7% |
| Q2 2023 | $252,243 | +0.6% | 9,896 | +0.4% | 0.01% | -7.1% |
| Q1 2023 | $250,634 | +0.6% | 9,856 | +0.3% | 0.01% | -12.5% |
| Q4 2022 | $249,165 | +0.9% | 9,829 | +0.4% | 0.02% | -15.8% |
| Q3 2022 | $247,000 | -0.8% | 9,789 | +0.3% | 0.02% | -13.6% |
| Q2 2022 | $249,000 | +0.4% | 9,760 | +0.3% | 0.02% | +15.8% |
| Q1 2022 | $248,000 | -1.6% | 9,734 | +0.2% | 0.02% | 0.0% |
| Q4 2021 | $252,000 | 0.0% | 9,718 | +0.4% | 0.02% | -9.5% |
| Q3 2021 | $252,000 | – | 9,683 | – | 0.02% | – |
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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% |