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 | $513,661 | +0.5% | 20,124 | +0.3% | 0.01% | 0.0% |
| Q2 2023 | $511,291 | +0.4% | 20,058 | +0.2% | 0.01% | -9.1% |
| Q1 2023 | $509,001 | +53.0% | 20,016 | +52.6% | 0.01% | +37.5% |
| Q4 2022 | $332,580 | -13.8% | 13,120 | -14.3% | 0.01% | -20.0% |
| Q3 2022 | $386,000 | +91.1% | 15,301 | +93.3% | 0.01% | +100.0% |
| Q2 2022 | $202,000 | -25.5% | 7,916 | -24.2% | 0.01% | -16.7% |
| Q3 2021 | $271,000 | -45.5% | 10,440 | -45.2% | 0.01% | -45.5% |
| Q2 2021 | $497,000 | +31.5% | 19,051 | +31.8% | 0.01% | +22.2% |
| Q1 2021 | $378,000 | +24.3% | 14,456 | +24.4% | 0.01% | +12.5% |
| Q4 2020 | $304,000 | -79.5% | 11,624 | -79.8% | 0.01% | -83.3% |
| Q4 2019 | $1,482,000 | +0.5% | 57,410 | +0.2% | 0.05% | -11.1% |
| Q3 2019 | $1,475,000 | +0.8% | 57,270 | +0.7% | 0.05% | -5.3% |
| Q2 2019 | $1,463,000 | +6.2% | 56,873 | +5.1% | 0.06% | 0.0% |
| Q1 2019 | $1,378,000 | -10.2% | 54,119 | -11.5% | 0.06% | -18.6% |
| Q4 2018 | $1,535,000 | +5.5% | 61,127 | +4.4% | 0.07% | +42.9% |
| Q3 2018 | $1,455,000 | +57.6% | 58,547 | +58.2% | 0.05% | +44.1% |
| Q2 2018 | $923,000 | +0.2% | 36,999 | -0.0% | 0.03% | 0.0% |
| Q1 2018 | $921,000 | -34.1% | 37,000 | -33.2% | 0.03% | -19.0% |
| Q4 2017 | $1,397,000 | +282.7% | 55,374 | +286.6% | 0.04% | +180.0% |
| Q3 2017 | $365,000 | – | 14,324 | – | 0.02% | – |
Download | ||||||
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% |