ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 91 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,582,063 | -3.5% | 140,335 | -3.7% | 0.00% | 0.0% |
| Q2 2023 | $3,712,554 | +1.1% | 145,692 | +0.9% | 0.00% | 0.0% |
| Q1 2023 | $3,673,512 | +118.4% | 144,456 | +117.7% | 0.00% | 0.0% |
| Q4 2022 | $1,682,000 | +13.9% | 66,358 | +13.7% | 0.00% | 0.0% |
| Q3 2022 | $1,477,000 | -69.7% | 58,352 | -69.5% | 0.00% | -50.0% |
| Q2 2022 | $4,874,000 | +3.8% | 191,173 | +3.7% | 0.00% | +100.0% |
| Q1 2022 | $4,696,000 | +47.3% | 184,348 | +49.9% | 0.00% | 0.0% |
| Q4 2021 | $3,187,000 | +0.1% | 122,944 | +0.4% | 0.00% | 0.0% |
| Q3 2021 | $3,185,000 | +7.7% | 122,501 | +8.2% | 0.00% | 0.0% |
| Q2 2021 | $2,958,000 | -3.0% | 113,220 | -2.9% | 0.00% | 0.0% |
| Q1 2021 | $3,049,000 | +29.0% | 116,554 | +29.1% | 0.00% | 0.0% |
| Q4 2020 | $2,364,000 | +64.7% | 90,281 | +65.4% | 0.00% | 0.0% |
| Q3 2020 | $1,435,000 | +8.4% | 54,599 | +8.2% | 0.00% | 0.0% |
| Q2 2020 | $1,324,000 | +19.5% | 50,484 | +17.0% | 0.00% | 0.0% |
| Q1 2020 | $1,108,000 | – | 43,133 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LifeSteps Financial, Inc. | 61,152 | $1,569,000 | 1.81% |
| Gateway Advisory, LLC | 208,783 | $5,355,000 | 1.80% |
| SENTINEL PENSION ADVISORS INC | 73,592 | $1,888,000 | 0.92% |
| Paulson Wealth Management Inc. | 42,056 | $1,087,000 | 0.83% |
| SONATA CAPITAL GROUP INC | 30,606 | $785,000 | 0.59% |
| Guidance Point Advisors, LLC | 32,655 | $837,000 | 0.54% |
| Stonebridge Capital Advisors LLC | 89,515 | $2,296,000 | 0.48% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 157,020 | $4,028,000 | 0.47% |
| Roof Eidam Maycock Peralta, LLC | 40,905 | $1,049,000 | 0.44% |
| TLWM | 26,720 | $685,000 | 0.40% |