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 | $3,206,731 | -14.4% | 125,631 | -14.5% | 1.02% | -11.9% |
| Q2 2023 | $3,744,175 | -21.4% | 146,888 | -21.6% | 1.16% | -25.3% |
| Q1 2023 | $4,762,479 | -3.4% | 187,278 | -3.7% | 1.55% | -12.8% |
| Q4 2022 | $4,929,307 | -2.2% | 194,450 | -2.7% | 1.78% | -6.1% |
| Q3 2022 | $5,042,000 | -5.8% | 199,766 | -4.8% | 1.89% | -3.8% |
| Q2 2022 | $5,350,000 | +3.3% | 209,843 | +3.2% | 1.96% | +11.4% |
| Q1 2022 | $5,178,000 | +9.9% | 203,316 | +11.9% | 1.76% | +15.4% |
| Q4 2021 | $4,710,000 | +2.3% | 181,755 | +2.6% | 1.53% | -2.0% |
| Q3 2021 | $4,605,000 | +4.2% | 177,104 | +4.6% | 1.56% | +5.8% |
| Q2 2021 | $4,418,000 | +16.6% | 169,235 | +16.9% | 1.48% | +10.6% |
| Q1 2021 | $3,788,000 | +7.5% | 144,777 | +7.6% | 1.34% | -0.8% |
| Q4 2020 | $3,524,000 | +6.0% | 134,596 | +6.4% | 1.35% | -8.3% |
| Q3 2020 | $3,326,000 | +6.4% | 126,548 | +6.3% | 1.47% | -4.0% |
| Q2 2020 | $3,125,000 | – | 119,102 | – | 1.53% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 110,227 | $2,782,000 | 2.54% |
| Virginia National Bank | 28,835 | $728,000 | 2.32% |
| Praetorian Wealth Management, Inc. | 199,766 | $5,042,000 | 1.89% |
| SONATA CAPITAL GROUP INC | 124,535 | $3,143,000 | 1.73% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 96,841 | $2,447,000 | 1.21% |
| Resonant Capital Advisors, LLC | 309,091 | $7,801,000 | 1.19% |
| SENTINEL PENSION ADVISORS INC | 116,899 | $2,951,000 | 1.03% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 417,408 | $10,535,000 | 0.84% |
| Gateway Advisory, LLC | 116,651 | $2,944,000 | 0.73% |
| W.H. Cornerstone Investments Inc. | 26,341 | $665,000 | 0.70% |