ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 139 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,565,875 | -8.3% | 100,524 | -8.4% | 1.64% | -13.6% |
| Q2 2023 | $2,797,833 | +1.4% | 109,762 | +1.2% | 1.89% | -12.8% |
| Q1 2023 | $2,758,265 | -7.9% | 108,465 | -8.2% | 2.17% | -18.6% |
| Q4 2022 | $2,995,153 | +7.7% | 118,152 | +7.2% | 2.67% | +5.1% |
| Q3 2022 | $2,782,000 | -1.0% | 110,227 | 0.0% | 2.54% | -17.1% |
| Q2 2022 | $2,811,000 | +11.8% | 110,227 | +11.6% | 3.06% | +16.4% |
| Q1 2022 | $2,515,000 | -2.2% | 98,747 | -0.5% | 2.63% | +1.0% |
| Q4 2021 | $2,571,000 | +30.2% | 99,217 | +30.7% | 2.60% | +39.7% |
| Q3 2021 | $1,974,000 | +0.3% | 75,911 | +0.7% | 1.86% | +5.3% |
| Q2 2021 | $1,968,000 | +2.3% | 75,364 | +2.6% | 1.77% | -4.7% |
| Q1 2021 | $1,923,000 | – | 73,488 | – | 1.86% | – |
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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% |