ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 139 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $292 | -9.3% | 11,433 | -9.5% | 0.00% | 0.0% |
| Q2 2023 | $322 | +7.3% | 12,627 | +7.2% | 0.00% | 0.0% |
| Q1 2023 | $300 | -53.3% | 11,783 | -53.5% | 0.00% | -50.0% |
| Q4 2022 | $642 | -99.9% | 25,325 | +36.0% | 0.00% | 0.0% |
| Q3 2022 | $470,000 | -20.5% | 18,622 | -19.6% | 0.00% | 0.0% |
| Q2 2022 | $591,000 | +14.1% | 23,174 | +13.9% | 0.00% | 0.0% |
| Q1 2022 | $518,000 | +9.5% | 20,351 | +11.5% | 0.00% | +33.3% |
| Q4 2021 | $473,000 | -2.7% | 18,253 | -2.4% | 0.00% | -25.0% |
| Q3 2021 | $486,000 | -20.8% | 18,710 | -20.4% | 0.00% | -20.0% |
| Q2 2021 | $614,000 | +3.4% | 23,504 | +3.5% | 0.01% | -16.7% |
| Q1 2021 | $594,000 | +0.2% | 22,701 | +0.2% | 0.01% | 0.0% |
| Q4 2020 | $593,000 | – | 22,649 | – | 0.01% | – |
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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% |