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 | $300,263 | +0.1% | 11,763 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $299,851 | -11.1% | 11,763 | -11.3% | 0.06% | -12.5% |
| Q1 2023 | $337,290 | +0.3% | 13,263 | 0.0% | 0.06% | -5.9% |
| Q4 2022 | $336,229 | +0.4% | 13,263 | 0.0% | 0.07% | -15.0% |
| Q3 2022 | $335,000 | +7.0% | 13,263 | +8.1% | 0.08% | +9.6% |
| Q2 2022 | $313,000 | 0.0% | 12,270 | 0.0% | 0.07% | +17.7% |
| Q1 2022 | $313,000 | -1.6% | 12,270 | 0.0% | 0.06% | -8.8% |
| Q4 2021 | $318,000 | -25.9% | 12,270 | -25.7% | 0.07% | -55.0% |
| Q3 2021 | $429,000 | -0.9% | 16,507 | -0.5% | 0.15% | +46.6% |
| Q2 2021 | $433,000 | +9.6% | 16,592 | -81.0% | 0.10% | +6.2% |
| Q1 2021 | $395,000 | +6.8% | 87,366 | +1.0% | 0.10% | -11.0% |
| Q4 2020 | $370,000 | – | 86,478 | – | 0.11% | – |
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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% |