ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 91 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $201 | 0.0% | 7,882 | 0.0% | 0.08% | -42.9% |
| Q2 2023 | $201 | +0.5% | 7,882 | 0.0% | 0.15% | +63.3% |
| Q1 2023 | $200 | 0.0% | 7,882 | 0.0% | 0.09% | +7.1% |
| Q4 2022 | $200 | -99.9% | 7,882 | -50.0% | 0.08% | -55.1% |
| Q3 2022 | $398,000 | -1.0% | 15,762 | 0.0% | 0.19% | +4.5% |
| Q2 2022 | $402,000 | +0.2% | 15,762 | 0.0% | 0.18% | +7.8% |
| Q1 2022 | $401,000 | -1.7% | 15,762 | 0.0% | 0.17% | +13.7% |
| Q4 2021 | $408,000 | -0.5% | 15,762 | 0.0% | 0.15% | -16.1% |
| Q3 2021 | $410,000 | -0.5% | 15,762 | 0.0% | 0.17% | -20.5% |
| Q2 2021 | $412,000 | 0.0% | 15,762 | 0.0% | 0.22% | +11.7% |
| Q1 2021 | $412,000 | -0.2% | 15,762 | 0.0% | 0.20% | -8.4% |
| Q4 2020 | $413,000 | -0.2% | 15,762 | 0.0% | 0.21% | -8.5% |
| Q3 2020 | $414,000 | 0.0% | 15,762 | 0.0% | 0.23% | -5.6% |
| Q2 2020 | $414,000 | +2.5% | 15,762 | 0.0% | 0.25% | -12.4% |
| Q1 2020 | $404,000 | -0.7% | 15,762 | 0.0% | 0.28% | +4.4% |
| Q4 2019 | $407,000 | – | 15,762 | – | 0.27% | – |
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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% |