ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 127 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $467,644 | +0.1% | 18,321 | 0.0% | 0.13% | -2.2% |
| Q2 2023 | $467,002 | +12.2% | 18,321 | +12.0% | 0.14% | +13.3% |
| Q1 2023 | $416,060 | +117431.1% | 16,361 | +17.2% | 0.12% | +4.3% |
| Q4 2022 | $354 | -99.9% | 13,961 | -25.6% | 0.12% | -30.3% |
| Q3 2022 | $473,000 | +3.3% | 18,753 | +4.4% | 0.16% | +11.5% |
| Q2 2022 | $458,000 | +40.1% | 17,966 | +39.8% | 0.15% | +62.6% |
| Q1 2022 | $327,000 | +15.5% | 12,854 | +17.9% | 0.09% | +15.2% |
| Q4 2021 | $283,000 | +3.7% | 10,904 | +3.7% | 0.08% | -4.8% |
| Q3 2021 | $273,000 | -0.7% | 10,519 | 0.0% | 0.08% | -1.2% |
| Q2 2021 | $275,000 | 0.0% | 10,519 | 0.0% | 0.08% | -5.6% |
| Q1 2021 | $275,000 | +21.7% | 10,519 | +22.1% | 0.09% | +12.7% |
| Q4 2020 | $226,000 | +123.8% | 8,613 | +123.8% | 0.08% | +92.7% |
| Q3 2020 | $101,000 | +1.0% | 3,848 | 0.0% | 0.04% | +32.3% |
| Q2 2020 | $100,000 | +1.0% | 3,848 | 0.0% | 0.03% | -29.5% |
| Q1 2020 | $99,000 | – | 3,848 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Virginia National Bank | 27,275 | $695,239 | 2.40% |
| Paradigm, Strategies in Wealth Management, LLC | 109,762 | $2,797,833 | 1.89% |
| SONATA CAPITAL GROUP INC | 119,565 | $3,048 | 1.58% |
| Waterford Advisors, LLC | 99,985 | $2,549 | 1.23% |
| Global Financial Private Client, LLC | 92,508 | $2,354,329 | 1.16% |
| Praetorian Wealth Management, Inc. | 146,888 | $3,744,175 | 1.16% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 56,266 | $1,434,220 | 1.02% |
| Covington Investment Advisors Inc. | 189,021 | $4,818 | 0.99% |
| SENTINEL PENSION ADVISORS INC. | 122,089 | $3,112,043 | 0.75% |
| Source Financial Advisors LLC | 82,380 | $2,099,866 | 0.69% |