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 | $1,533,495 | -15.0% | 60,078 | -15.1% | 0.02% | -34.5% |
| Q2 2023 | $1,803,888 | -20.1% | 70,768 | -20.5% | 0.03% | -34.1% |
| Q4 2022 | $2,257,713 | +37.3% | 89,061 | +37.0% | 0.04% | +18.9% |
| Q3 2022 | $1,644,000 | +75.1% | 64,998 | +76.6% | 0.04% | +85.0% |
| Q2 2022 | $939,000 | +26.9% | 36,809 | +26.7% | 0.02% | +100.0% |
| Q1 2022 | $740,000 | +67.4% | 29,061 | +70.3% | 0.01% | -16.7% |
| Q4 2021 | $442,000 | -10.2% | 17,063 | -9.5% | 0.01% | -29.4% |
| Q2 2021 | $492,000 | -0.4% | 18,853 | +0.1% | 0.02% | -43.3% |
| Q1 2021 | $494,000 | +0.2% | 18,832 | +0.1% | 0.03% | -11.8% |
| Q4 2020 | $493,000 | -0.2% | 18,817 | +0.2% | 0.03% | -29.2% |
| Q3 2020 | $494,000 | +1.6% | 18,783 | +1.5% | 0.05% | -2.0% |
| Q2 2020 | $486,000 | +17.7% | 18,511 | +15.2% | 0.05% | -25.8% |
| Q1 2020 | $413,000 | – | 16,065 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 110,227 | $2,782,000 | 2.54% |
| Virginia National Bank | 28,835 | $728,000 | 2.32% |
| Praetorian Wealth Management, Inc. | 199,766 | $5,042,000 | 1.89% |
| SONATA CAPITAL GROUP INC | 124,535 | $3,143,000 | 1.73% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 96,841 | $2,447,000 | 1.21% |
| Resonant Capital Advisors, LLC | 309,091 | $7,801,000 | 1.19% |
| SENTINEL PENSION ADVISORS INC | 116,899 | $2,951,000 | 1.03% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 417,408 | $10,535,000 | 0.84% |
| Gateway Advisory, LLC | 116,651 | $2,944,000 | 0.73% |
| W.H. Cornerstone Investments Inc. | 26,341 | $665,000 | 0.70% |