ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 115 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,434 | -14.2% | 56,181 | -14.3% | 0.23% | +7.5% |
| Q2 2023 | $1,671 | -7.7% | 65,547 | -7.9% | 0.21% | -35.3% |
| Q1 2023 | $1,810 | +7.7% | 71,185 | +7.4% | 0.33% | -13.6% |
| Q4 2022 | $1,681 | -99.9% | 66,295 | -96.4% | 0.38% | -9.5% |
| Q3 2022 | $1,832,000 | +2.5% | 1,831,657 | +2513.0% | 0.42% | +53.6% |
| Q2 2022 | $1,788,000 | +2383.3% | 70,099 | -96.2% | 0.27% | -12.5% |
| Q1 2022 | $72,000 | -96.1% | 1,843,623 | +2463.0% | 0.31% | +25.7% |
| Q4 2021 | $1,852,000 | -5.1% | 71,931 | -4.2% | 0.25% | -6.7% |
| Q3 2021 | $1,951,000 | -20.6% | 75,055 | -20.1% | 0.27% | -31.9% |
| Q4 2020 | $2,458,000 | – | 93,884 | – | 0.39% | – |
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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% |