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 | $1,083,007 | -8.7% | 42,430 | -8.8% | 0.13% | -4.5% |
| Q2 2023 | $1,186,065 | -20.4% | 46,531 | -20.6% | 0.13% | -23.6% |
| Q1 2023 | $1,490,130 | -19.0% | 58,597 | -19.3% | 0.17% | -24.0% |
| Q4 2022 | $1,839,936 | -15.6% | 72,581 | -16.0% | 0.23% | -22.6% |
| Q3 2022 | $2,180,000 | -5.9% | 86,372 | -5.0% | 0.30% | 0.0% |
| Q2 2022 | $2,317,000 | +16.5% | 90,890 | +16.4% | 0.30% | +30.4% |
| Q1 2022 | $1,989,000 | +2.0% | 78,094 | +5.4% | 0.23% | +6.6% |
| Q4 2021 | $1,950,000 | +12.9% | 74,075 | +11.5% | 0.21% | +6.0% |
| Q3 2021 | $1,727,000 | -0.5% | 66,445 | -0.1% | 0.20% | -1.0% |
| Q2 2021 | $1,735,000 | +17.2% | 66,486 | +17.5% | 0.20% | -6.9% |
| Q1 2021 | $1,480,000 | -2.3% | 56,595 | -2.2% | 0.22% | -5.6% |
| Q4 2020 | $1,515,000 | +2.0% | 57,882 | +2.4% | 0.23% | -6.9% |
| Q3 2020 | $1,485,000 | +11.6% | 56,519 | +11.4% | 0.25% | +4.6% |
| Q2 2020 | $1,331,000 | +16.8% | 50,751 | +14.1% | 0.24% | +0.9% |
| Q1 2020 | $1,140,000 | +186.4% | 44,460 | +187.8% | 0.24% | +226.4% |
| Q4 2019 | $398,000 | – | 15,450 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 126,548 | $3,326,000 | 1.47% |
| Gateway Advisory, LLC | 191,477 | $5,032,000 | 1.18% |
| SONATA CAPITAL GROUP INC | 61,706 | $1,622,000 | 0.95% |
| SENTINEL PENSION ADVISORS INC | 91,235 | $2,398,000 | 0.93% |
| Paulson Wealth Management Inc. | 42,328 | $1,112,000 | 0.72% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 288,951 | $7,594,000 | 0.66% |
| ALTERNA WEALTH MANAGEMENT, INC | 14,168 | $372,000 | 0.54% |
| Stonebridge Capital Advisors LLC | 94,988 | $2,496,000 | 0.45% |
| Roof Eidam Maycock Peralta, LLC | 41,705 | $1,096,000 | 0.43% |
| Peloton Wealth Strategists | 28,200 | $741,000 | 0.42% |