ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 91 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $43,550,537 | -9.5% | 1,706,192 | -9.6% | 0.01% | 0.0% |
| Q2 2023 | $48,113,331 | -6.7% | 1,887,538 | -7.0% | 0.01% | 0.0% |
| Q1 2023 | $51,586,942 | -5.5% | 2,028,586 | -5.8% | 0.01% | -16.7% |
| Q4 2022 | $54,582,834 | +40.1% | 2,153,169 | +39.5% | 0.01% | +20.0% |
| Q3 2022 | $38,951,000 | +13.3% | 1,543,212 | +14.4% | 0.01% | +25.0% |
| Q2 2022 | $34,389,000 | +54.6% | 1,348,608 | +54.4% | 0.00% | +100.0% |
| Q1 2022 | $22,243,000 | +5.5% | 873,214 | +7.3% | 0.00% | 0.0% |
| Q4 2021 | $21,081,000 | +15.4% | 813,451 | +15.8% | 0.00% | 0.0% |
| Q3 2021 | $18,268,000 | +11.6% | 702,600 | +12.1% | 0.00% | 0.0% |
| Q2 2021 | $16,367,000 | +9.6% | 626,871 | +9.9% | 0.00% | 0.0% |
| Q1 2021 | $14,928,000 | +10.6% | 570,547 | +10.7% | 0.00% | 0.0% |
| Q4 2020 | $13,499,000 | +7.2% | 515,500 | +7.6% | 0.00% | 0.0% |
| Q3 2020 | $12,593,000 | +4.7% | 479,194 | +4.5% | 0.00% | 0.0% |
| Q2 2020 | $12,024,000 | +4.8% | 458,341 | +2.5% | 0.00% | 0.0% |
| Q1 2020 | $11,468,000 | -7.3% | 447,108 | -6.6% | 0.00% | 0.0% |
| Q4 2019 | $12,366,000 | +7.6% | 478,934 | +7.3% | 0.00% | 0.0% |
| Q3 2019 | $11,493,000 | +51.7% | 446,149 | +51.5% | 0.00% | +100.0% |
| Q2 2019 | $7,578,000 | +8.4% | 294,539 | +7.3% | 0.00% | 0.0% |
| Q1 2019 | $6,993,000 | +0.5% | 274,616 | -0.9% | 0.00% | 0.0% |
| Q4 2018 | $6,961,000 | +4.2% | 277,234 | +3.1% | 0.00% | 0.0% |
| Q3 2018 | $6,683,000 | +18.3% | 269,000 | +18.8% | 0.00% | 0.0% |
| Q2 2018 | $5,651,000 | +8.0% | 226,483 | +7.7% | 0.00% | 0.0% |
| Q1 2018 | $5,232,000 | +44.0% | 210,196 | +45.9% | 0.00% | 0.0% |
| Q4 2017 | $3,634,000 | +105.3% | 144,093 | +107.7% | 0.00% | – |
| Q3 2017 | $1,770,000 | +37.4% | 69,376 | +36.8% | 0.00% | – |
| Q2 2017 | $1,288,000 | – | 50,730 | – | 0.00% | – |
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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% |