ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 167 filers reported holding ISHARES TR in Q1 2023. 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 ↓ |
|---|---|---|---|
| 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% |