ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 115 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,599,011 | -4.2% | 219,354 | -4.4% | 0.01% | -10.0% |
| Q2 2023 | $5,846,233 | -2.9% | 229,354 | -3.1% | 0.01% | 0.0% |
| Q1 2023 | $6,022,129 | +0.6% | 236,812 | +0.3% | 0.01% | -9.1% |
| Q4 2022 | $5,983,335 | +23.4% | 236,029 | +22.9% | 0.01% | +22.2% |
| Q3 2022 | $4,849,000 | -17.6% | 192,117 | -16.8% | 0.01% | -18.2% |
| Q2 2022 | $5,888,000 | +42.9% | 230,906 | +42.8% | 0.01% | +57.1% |
| Q1 2022 | $4,119,000 | +14.9% | 161,711 | +16.9% | 0.01% | +40.0% |
| Q4 2021 | $3,584,000 | +8.7% | 138,297 | +9.0% | 0.01% | 0.0% |
| Q3 2021 | $3,298,000 | +128.9% | 126,834 | +129.8% | 0.01% | +150.0% |
| Q2 2021 | $1,441,000 | +68.9% | 55,185 | +69.3% | 0.00% | +100.0% |
| Q1 2021 | $853,000 | +263.0% | 32,591 | +263.5% | 0.00% | – |
| Q4 2020 | $235,000 | – | 8,967 | – | 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% |