ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 125 filers reported holding ISHARES TR in Q1 2022. 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 ↓ |
|---|---|---|---|
| Virginia National Bank | 27,275 | $696,194 | 3.18% |
| Paradigm, Strategies in Wealth Management, LLC | 100,524 | $2,565,875 | 1.64% |
| SONATA CAPITAL GROUP INC | 119,565 | $3,052 | 1.63% |
| Covington Investment Advisors Inc. | 199,456 | $5,091 | 1.08% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 56,853 | $1,451,173 | 1.07% |
| Praetorian Wealth Management, Inc. | 125,631 | $3,206,731 | 1.02% |
| Source Financial Advisors LLC | 82,380 | $2,102,750 | 0.71% |
| PFG Private Wealth Management, LLC | 37,297 | $952,006 | 0.71% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 326,389 | $8,331 | 0.58% |
| Atwater Malick LLC | 47,527 | $1,213,127 | 0.53% |