ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 130 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $238,417 | -13.6% | 9,405 | -14.0% | 0.18% | -17.7% |
| Q3 2022 | $276,000 | -1.1% | 10,935 | 0.0% | 0.22% | +5.3% |
| Q2 2022 | $279,000 | 0.0% | 10,935 | 0.0% | 0.21% | +11.2% |
| Q1 2022 | $279,000 | -1.4% | 10,935 | 0.0% | 0.19% | +9.9% |
| Q4 2021 | $283,000 | +9.3% | 10,935 | +9.7% | 0.17% | -17.4% |
| Q3 2021 | $259,000 | +26.3% | 9,970 | +26.8% | 0.21% | +46.8% |
| Q2 2021 | $205,000 | – | 7,860 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Virginia National Bank | 27,385 | $696,400 | 2.45% |
| Paradigm, Strategies in Wealth Management, LLC | 108,465 | $2,758,265 | 2.17% |
| SONATA CAPITAL GROUP INC | 120,715 | $3,070 | 1.66% |
| Praetorian Wealth Management, Inc. | 187,278 | $4,762,479 | 1.55% |
| Waterford Advisors, LLC | 101,520 | $2,582 | 1.40% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 105,499 | $2,683 | 1.21% |
| Covington Investment Advisors Inc. | 183,721 | $4,672 | 1.05% |
| Newman Dignan & Sheerar, Inc. | 123,699 | $3,145,661 | 1.01% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 54,964 | $1,397,735 | 0.92% |
| SENTINEL PENSION ADVISORS INC | 125,522 | $3,190,771 | 0.81% |