ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 171 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $203,128 | +0.1% | 7,958 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $202,849 | +0.2% | 7,958 | 0.0% | 0.00% | -25.0% |
| Q1 2023 | $202,372 | +0.3% | 7,958 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $201,735 | +0.4% | 7,958 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $201,000 | -1.0% | 7,958 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $203,000 | 0.0% | 7,958 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $203,000 | -1.5% | 7,958 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $206,000 | – | 7,958 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Virginia National Bank | 27,275 | $695,239 | 2.40% |
| Paradigm, Strategies in Wealth Management, LLC | 109,762 | $2,797,833 | 1.89% |
| SONATA CAPITAL GROUP INC | 119,565 | $3,048 | 1.58% |
| Waterford Advisors, LLC | 99,985 | $2,549 | 1.23% |
| Global Financial Private Client, LLC | 92,508 | $2,354,329 | 1.16% |
| Praetorian Wealth Management, Inc. | 146,888 | $3,744,175 | 1.16% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 56,266 | $1,434,220 | 1.02% |
| Covington Investment Advisors Inc. | 189,021 | $4,818 | 0.99% |
| SENTINEL PENSION ADVISORS INC. | 122,089 | $3,112,043 | 0.75% |
| Source Financial Advisors LLC | 82,380 | $2,099,866 | 0.69% |