ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 115 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,323,975 | +6.6% | 91,047 | +6.5% | 0.07% | +9.8% |
| Q2 2023 | $2,180,084 | -15.8% | 85,527 | -16.0% | 0.06% | -19.7% |
| Q1 2023 | $2,588,902 | +2.3% | 101,805 | +2.0% | 0.08% | -2.6% |
| Q4 2022 | $2,529,702 | -3.3% | 99,791 | -3.7% | 0.08% | -13.3% |
| Q3 2022 | $2,616,000 | -1.9% | 103,650 | -0.9% | 0.09% | +2.3% |
| Q2 2022 | $2,666,000 | -1.4% | 104,550 | -1.5% | 0.09% | +14.3% |
| Q1 2022 | $2,703,000 | -4.4% | 106,150 | -2.7% | 0.08% | -3.8% |
| Q4 2021 | $2,826,000 | -0.1% | 109,050 | +0.2% | 0.08% | -20.8% |
| Q3 2021 | $2,829,000 | +3.9% | 108,800 | +4.3% | 0.10% | +2.0% |
| Q2 2021 | $2,724,000 | +0.1% | 104,300 | +0.2% | 0.10% | -7.5% |
| Q1 2021 | $2,722,000 | -1.2% | 104,040 | -1.2% | 0.11% | -5.3% |
| Q4 2020 | $2,756,000 | +3.8% | 105,280 | +4.2% | 0.11% | -5.8% |
| Q3 2020 | $2,656,000 | +0.4% | 101,065 | +0.2% | 0.12% | -9.8% |
| Q2 2020 | $2,646,000 | +20.4% | 100,865 | +17.8% | 0.13% | -1.5% |
| Q1 2020 | $2,197,000 | -4.1% | 85,650 | -3.4% | 0.14% | +15.4% |
| Q4 2019 | $2,290,000 | +14.6% | 88,700 | +14.3% | 0.12% | +3.5% |
| Q3 2019 | $1,999,000 | +21.3% | 77,600 | +21.2% | 0.11% | +20.2% |
| Q2 2019 | $1,648,000 | +2.7% | 64,000 | +1.6% | 0.09% | -2.1% |
| Q1 2019 | $1,604,000 | +14.0% | 63,000 | +12.5% | 0.10% | +2.1% |
| Q4 2018 | $1,407,000 | -4.7% | 56,000 | -5.7% | 0.09% | +9.3% |
| Q3 2018 | $1,476,000 | -4.4% | 59,400 | -4.0% | 0.09% | -12.2% |
| Q2 2018 | $1,544,000 | +4.0% | 61,875 | +3.8% | 0.10% | +4.3% |
| Q1 2018 | $1,484,000 | +37.9% | 59,600 | +39.6% | 0.09% | +42.4% |
| Q4 2017 | $1,076,000 | – | 42,700 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 98,747 | $2,515,000 | 2.63% |
| Gateway Advisory, LLC | 317,910 | $8,098,000 | 2.20% |
| Praetorian Wealth Management, Inc. | 203,316 | $5,178,000 | 1.76% |
| SONATA CAPITAL GROUP INC | 123,645 | $3,150,000 | 1.39% |
| Virginia National Bank | 38,560 | $982,000 | 1.12% |
| SENTINEL PENSION ADVISORS INC | 105,049 | $2,676,000 | 0.91% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 386,891 | $9,855,000 | 0.68% |
| Paradiem, LLC | 65,342 | $1,662,000 | 0.54% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 68,908 | $1,755,000 | 0.51% |
| First Affirmative Financial Network | 20,835 | $531,000 | 0.51% |