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 ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 126,548 | $3,326,000 | 1.47% |
| Gateway Advisory, LLC | 191,477 | $5,032,000 | 1.18% |
| SONATA CAPITAL GROUP INC | 61,706 | $1,622,000 | 0.95% |
| SENTINEL PENSION ADVISORS INC | 91,235 | $2,398,000 | 0.93% |
| Paulson Wealth Management Inc. | 42,328 | $1,112,000 | 0.72% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 288,951 | $7,594,000 | 0.66% |
| ALTERNA WEALTH MANAGEMENT, INC | 14,168 | $372,000 | 0.54% |
| Stonebridge Capital Advisors LLC | 94,988 | $2,496,000 | 0.45% |
| Roof Eidam Maycock Peralta, LLC | 41,705 | $1,096,000 | 0.43% |
| Peloton Wealth Strategists | 28,200 | $741,000 | 0.42% |