ISHARES TR (IBML)
Institutional ownership reported to the SEC as of Q4 2023, across 21 quarters.
2
Reporting holders
$1.1M
Reported value
0.0%
Held as options
-140
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| IFP Advisors, Inc | $861.9K | 33,758 | 0.04% | 8q | +0.7%+$6.1K |
| SHUFRO ROSE & CO LLC | $201.5K | 7,895 | 0.02% | 5q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q4 2023 | 2 | $1.1M | 41,653 | 0 | 1 | 0 | 0.0% |
| Q3 2023 | 142 | $313.1M | 12,265,409 | 11 | 25 | 53 | 0.0% |
| Q2 2023 | 142 | $335.5M | 13,188,025 | 7 | 34 | 56 | 0.0% |
| Q1 2023 | 141 | $359.2M | 14,042,037 | 16 | 39 | 45 | 0.0% |
| Q4 2022 | 126 | $334.2M | 13,183,871 | 24 | 32 | 31 | 0.0% |
| Q3 2022 | 143 | $360.9M | 14,269,007 | 13 | 50 | 37 | 0.0% |
| Q2 2022 | 141 | $355.6M | 13,945,824 | 22 | 47 | 30 | 0.0% |
| Q1 2022 | 126 | $268.1M | 10,405,282 | 9 | 39 | 32 | 0.0% |
| Q4 2021 | 126 | $257.3M | 9,928,153 | 6 | 47 | 20 | 0.0% |
| Q3 2021 | 129 | $242.4M | 9,324,320 | 9 | 45 | 25 | 0.0% |
| Q2 2021 | 124 | $233.7M | 8,948,805 | 11 | 42 | 31 | 0.0% |
| Q1 2021 | 118 | $225.9M | 8,707,733 | 11 | 43 | 22 | 0.0% |
| Q4 2020 | 115 | $211.9M | 8,165,704 | 13 | 39 | 13 | 0.0% |
| Q3 2020 | 99 | $192.7M | 7,324,784 | 7 | 49 | 13 | 0.0% |
| Q2 2020 | 96 | $172.9M | 6,501,422 | 10 | 38 | 20 | 0.0% |
| Q1 2020 | 89 | $163.2M | 6,362,308 | 10 | 34 | 18 | 0.0% |
| Q4 2019 | 88 | $158.0M | 6,112,936 | 12 | 37 | 15 | 0.1% |
| Q3 2019 | 79 | $145.1M | 5,631,555 | 13 | 30 | 14 | 0.0% |
| Q2 2019 | 72 | $121.3M | 4,712,968 | 6 | 37 | 8 | 0.0% |
| Q1 2019 | 74 | $116.8M | 4,589,525 | 7 | 34 | 13 | 0.0% |
| Q4 2018 | 72 | $94.2M | 3,751,137 | 1 | 1 | 0 | 0.0% |