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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |