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 | $15,460,670 | -43.4% | 605,707 | -43.5% | 0.01% | -37.5% |
| Q2 2023 | $27,335,829 | -2.0% | 1,072,414 | -2.2% | 0.01% | 0.0% |
| Q1 2023 | $27,899,116 | -0.3% | 1,097,094 | -0.6% | 0.01% | 0.0% |
| Q4 2022 | $27,972,432 | +42.3% | 1,103,449 | +41.7% | 0.01% | +33.3% |
| Q3 2022 | $19,661,000 | -3.0% | 778,967 | -2.0% | 0.01% | 0.0% |
| Q2 2022 | $20,275,000 | +3.9% | 795,093 | +3.8% | 0.01% | +20.0% |
| Q1 2022 | $19,521,000 | -0.0% | 766,340 | +1.7% | 0.01% | 0.0% |
| Q4 2021 | $19,522,000 | +11.3% | 753,250 | +11.7% | 0.01% | +25.0% |
| Q3 2021 | $17,541,000 | +2.7% | 674,647 | +3.1% | 0.00% | 0.0% |
| Q2 2021 | $17,085,000 | -1.3% | 654,366 | -1.1% | 0.00% | 0.0% |
| Q1 2021 | $17,307,000 | +11.7% | 661,456 | +11.8% | 0.00% | 0.0% |
| Q4 2020 | $15,497,000 | +27.1% | 591,822 | +27.6% | 0.00% | +33.3% |
| Q3 2020 | $12,189,000 | +32.2% | 463,808 | +32.0% | 0.00% | 0.0% |
| Q2 2020 | $9,219,000 | +40.9% | 351,405 | +37.7% | 0.00% | +50.0% |
| Q1 2020 | $6,544,000 | -18.8% | 255,112 | -18.2% | 0.00% | 0.0% |
| Q4 2019 | $8,056,000 | +14.8% | 312,032 | +14.6% | 0.00% | 0.0% |
| Q3 2019 | $7,015,000 | +39.4% | 272,322 | +39.2% | 0.00% | +100.0% |
| Q2 2019 | $5,032,000 | +16.5% | 195,603 | +15.4% | 0.00% | 0.0% |
| Q1 2019 | $4,318,000 | +0.8% | 169,572 | -0.6% | 0.00% | 0.0% |
| Q4 2018 | $4,282,000 | +7.9% | 170,521 | +6.7% | 0.00% | 0.0% |
| Q3 2018 | $3,970,000 | +28.0% | 159,782 | +28.5% | 0.00% | 0.0% |
| Q2 2018 | $3,101,000 | +60.8% | 124,318 | +60.4% | 0.00% | 0.0% |
| Q1 2018 | $1,929,000 | +26.1% | 77,528 | +27.8% | 0.00% | – |
| Q4 2017 | $1,530,000 | +102.9% | 60,660 | +105.1% | 0.00% | – |
| Q3 2017 | $754,000 | +278.9% | 29,581 | +277.8% | 0.00% | – |
| Q2 2017 | $199,000 | – | 7,829 | – | 0.00% | – |
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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% |