ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 125 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |