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 | $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 ↓ |
|---|---|---|---|
| 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% |