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 | $806,182 | -10.1% | 31,584 | -10.3% | 0.04% | -7.0% |
| Q2 2023 | $897,248 | +20.8% | 35,200 | +20.5% | 0.04% | -6.5% |
| Q1 2023 | $742,556 | -3.6% | 29,200 | -3.9% | 0.05% | -16.4% |
| Q4 2022 | $770,640 | -15.9% | 30,400 | -16.3% | 0.06% | -26.7% |
| Q3 2022 | $916,000 | -3.2% | 36,300 | -2.2% | 0.08% | -5.1% |
| Q2 2022 | $946,000 | +0.1% | 37,100 | 0.0% | 0.08% | +17.9% |
| Q1 2022 | $945,000 | -2.4% | 37,100 | -0.7% | 0.07% | -6.9% |
| Q4 2021 | $968,000 | +8.4% | 37,350 | +8.7% | 0.07% | -41.0% |
| Q3 2021 | $893,000 | – | 34,350 | – | 0.12% | – |
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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% |