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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $380,586 | +3.1% | 14,931 | +2.8% | 0.15% | -2.0% |
| Q1 2023 | $369,253 | +0.4% | 14,521 | +0.1% | 0.15% | -4.5% |
| Q4 2022 | $367,796 | -57.2% | 14,509 | -57.4% | 0.16% | -60.3% |
| Q3 2022 | $860,000 | +1.2% | 34,092 | +2.2% | 0.39% | +7.1% |
| Q2 2022 | $850,000 | +10.4% | 33,346 | +10.2% | 0.37% | +25.7% |
| Q1 2022 | $770,000 | -1.7% | 30,247 | +0.1% | 0.29% | +2.8% |
| Q4 2021 | $783,000 | +50.9% | 30,212 | +50.6% | 0.28% | +50.3% |
| Q3 2021 | $519,000 | -0.6% | 20,056 | +0.2% | 0.19% | -6.9% |
| Q2 2021 | $522,000 | 0.0% | 20,019 | +0.2% | 0.20% | -6.0% |
| Q1 2021 | $522,000 | 0.0% | 19,977 | +0.2% | 0.22% | -10.0% |
| Q4 2020 | $522,000 | +7.0% | 19,947 | +7.3% | 0.24% | -10.8% |
| Q3 2020 | $488,000 | -43.1% | 18,585 | -43.2% | 0.27% | -43.6% |
| Q2 2020 | $858,000 | +2.5% | 32,735 | +0.2% | 0.48% | -12.3% |
| Q1 2020 | $837,000 | -0.5% | 32,655 | +0.2% | 0.54% | +32.4% |
| Q4 2019 | $841,000 | +18.1% | 32,604 | +17.9% | 0.41% | +5.4% |
| Q3 2019 | $712,000 | +0.4% | 27,659 | +0.2% | 0.39% | -2.7% |
| Q2 2019 | $709,000 | +1.1% | 27,596 | +0.2% | 0.40% | -3.1% |
| Q1 2019 | $701,000 | +9.5% | 27,529 | +7.9% | 0.41% | -0.5% |
| Q4 2018 | $640,000 | – | 25,513 | – | 0.42% | – |
Download | ||||||
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% |