ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 125 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 | $883,369 | +0.1% | 34,608 | 0.0% | 0.11% | -5.2% |
| Q2 2023 | $882,158 | -1.7% | 34,608 | -1.9% | 0.12% | -5.7% |
| Q1 2023 | $897,170 | +59.1% | 35,280 | +58.6% | 0.12% | +3.4% |
| Q4 2022 | $563,936 | -3.3% | 22,246 | -3.7% | 0.12% | -9.2% |
| Q3 2022 | $583,000 | -7.3% | 23,098 | -6.4% | 0.13% | -0.8% |
| Q2 2022 | $629,000 | +27.1% | 24,681 | +27.1% | 0.13% | +40.4% |
| Q1 2022 | $495,000 | +25.3% | 19,420 | +27.5% | 0.09% | +25.3% |
| Q4 2021 | $395,000 | +16.9% | 15,235 | +17.3% | 0.08% | +5.6% |
| Q3 2021 | $338,000 | – | 12,992 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 98,747 | $2,515,000 | 2.63% |
| Gateway Advisory, LLC | 317,910 | $8,098,000 | 2.20% |
| Praetorian Wealth Management, Inc. | 203,316 | $5,178,000 | 1.76% |
| SONATA CAPITAL GROUP INC | 123,645 | $3,150,000 | 1.39% |
| Virginia National Bank | 38,560 | $982,000 | 1.12% |
| SENTINEL PENSION ADVISORS INC | 105,049 | $2,676,000 | 0.91% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 386,891 | $9,855,000 | 0.68% |
| Paradiem, LLC | 65,342 | $1,662,000 | 0.54% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 68,908 | $1,755,000 | 0.51% |
| First Affirmative Financial Network | 20,835 | $531,000 | 0.51% |