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 | $1,161,336 | +0.1% | 45,498 | 0.0% | 0.35% | +5.8% |
| Q2 2023 | $1,159,744 | +0.2% | 45,498 | 0.0% | 0.33% | -8.1% |
| Q1 2023 | $1,157,014 | -27.8% | 45,498 | -27.6% | 0.36% | -40.7% |
| Q2 2022 | $1,602,000 | -3.6% | 62,821 | -3.9% | 0.60% | +11.0% |
| Q1 2022 | $1,662,000 | -1.2% | 65,342 | 0.0% | 0.54% | -0.5% |
| Q4 2021 | $1,682,000 | -0.9% | 65,342 | 0.0% | 0.55% | +8.3% |
| Q3 2021 | $1,698,000 | -0.4% | 65,342 | 0.0% | 0.51% | -4.3% |
| Q2 2021 | $1,705,000 | -0.2% | 65,342 | 0.0% | 0.53% | -6.2% |
| Q1 2021 | $1,708,000 | +24.5% | 65,342 | +24.9% | 0.56% | -2.9% |
| Q4 2020 | $1,372,000 | – | 52,298 | – | 0.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 126,548 | $3,326,000 | 1.47% |
| Gateway Advisory, LLC | 191,477 | $5,032,000 | 1.18% |
| SONATA CAPITAL GROUP INC | 61,706 | $1,622,000 | 0.95% |
| SENTINEL PENSION ADVISORS INC | 91,235 | $2,398,000 | 0.93% |
| Paulson Wealth Management Inc. | 42,328 | $1,112,000 | 0.72% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 288,951 | $7,594,000 | 0.66% |
| ALTERNA WEALTH MANAGEMENT, INC | 14,168 | $372,000 | 0.54% |
| Stonebridge Capital Advisors LLC | 94,988 | $2,496,000 | 0.45% |
| Roof Eidam Maycock Peralta, LLC | 41,705 | $1,096,000 | 0.43% |
| Peloton Wealth Strategists | 28,200 | $741,000 | 0.42% |