ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 167 filers reported holding ISHARES TR in Q1 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 ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 98,747 | $2,515,000 | 2.63% |
| Gateway Advisory, LLC | 317,910 | $8,098,000 | 2.20% |
| Praetorian Wealth Management, Inc. | 203,316 | $5,178,000 | 1.76% |
| SONATA CAPITAL GROUP INC | 123,645 | $3,150,000 | 1.39% |
| Virginia National Bank | 38,560 | $982,000 | 1.12% |
| SENTINEL PENSION ADVISORS INC | 105,049 | $2,676,000 | 0.91% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 386,891 | $9,855,000 | 0.68% |
| Paradiem, LLC | 65,342 | $1,662,000 | 0.54% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 68,908 | $1,755,000 | 0.51% |
| First Affirmative Financial Network | 20,835 | $531,000 | 0.51% |