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 | $327,894 | +2.4% | 12,846 | +2.2% | 0.13% | +8.6% |
| Q2 2023 | $320,256 | -34.6% | 12,564 | -34.8% | 0.12% | -34.5% |
| Q1 2023 | $489,884 | -13.3% | 19,264 | -13.6% | 0.18% | -43.8% |
| Q4 2022 | $564,899 | -39.8% | 22,284 | -40.1% | 0.32% | -5.7% |
| Q3 2022 | $938,000 | -43.3% | 37,179 | -42.7% | 0.33% | -47.2% |
| Q2 2022 | $1,654,000 | -5.8% | 64,877 | -5.8% | 0.63% | +23.6% |
| Q1 2022 | $1,755,000 | -4.3% | 68,908 | -2.5% | 0.51% | -17.2% |
| Q4 2021 | $1,833,000 | – | 70,709 | – | 0.62% | – |
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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% |