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 | $1,451,173 | +1.2% | 56,853 | +1.0% | 1.07% | +4.8% |
| Q2 2023 | $1,434,220 | +2.6% | 56,266 | +2.4% | 1.02% | +11.1% |
| Q1 2023 | $1,397,735 | -7.4% | 54,964 | -7.7% | 0.92% | -5.4% |
| Q4 2022 | $1,510,100 | +62.9% | 59,570 | +62.2% | 0.97% | +53.7% |
| Q3 2022 | $927,000 | -1.0% | 36,720 | 0.0% | 0.63% | -68.7% |
| Q2 2022 | $936,000 | – | 36,720 | – | 2.01% | – |
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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% |