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 | $696,194 | +0.1% | 27,275 | 0.0% | 3.18% | +32.3% |
| Q2 2023 | $695,239 | -0.2% | 27,275 | -0.4% | 2.40% | -2.0% |
| Q1 2023 | $696,400 | +0.7% | 27,385 | +0.3% | 2.45% | -4.0% |
| Q4 2022 | $691,877 | -5.0% | 27,293 | -5.3% | 2.55% | +9.8% |
| Q3 2022 | $728,000 | -25.9% | 28,835 | -25.2% | 2.32% | +51.0% |
| Q2 2022 | $983,000 | +0.1% | 38,560 | 0.0% | 1.54% | +37.2% |
| Q1 2022 | $982,000 | – | 38,560 | – | 1.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 119,102 | $3,125,000 | 1.53% |
| Gateway Advisory, LLC | 188,420 | $4,943,000 | 1.45% |
| SENTINEL PENSION ADVISORS INC | 76,710 | $2,012,000 | 0.84% |
| SONATA CAPITAL GROUP INC | 50,231 | $1,318,000 | 0.84% |
| Paulson Wealth Management Inc. | 41,884 | $1,099,000 | 0.77% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 255,185 | $6,695,000 | 0.65% |
| Guidance Point Advisors, LLC | 32,735 | $858,000 | 0.48% |
| Stonebridge Capital Advisors LLC | 91,794 | $2,408,000 | 0.45% |
| Roof Eidam Maycock Peralta, LLC | 41,705 | $1,094,000 | 0.42% |
| TLWM | 26,720 | $701,000 | 0.41% |