ISHARES TR's ticker is IBHC and the CUSIP is 46435U150.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,575,000 | -23.8% | 151,223 | -23.9% | 0.00% | 0.0% |
Q2 2023 | $4,694,000 | -33.8% | 198,660 | -33.8% | 0.00% | -50.0% |
Q1 2023 | $7,090,000 | -3.4% | 300,301 | -3.9% | 0.00% | 0.0% |
Q4 2022 | $7,337,000 | -2.9% | 312,625 | -3.4% | 0.00% | 0.0% |
Q3 2022 | $7,556,000 | +1.8% | 323,479 | +1.9% | 0.00% | 0.0% |
Q2 2022 | $7,425,000 | +7.2% | 317,376 | +9.1% | 0.00% | 0.0% |
Q1 2022 | $6,929,000 | +1.6% | 291,035 | +4.1% | 0.00% | 0.0% |
Q4 2021 | $6,822,000 | +6.1% | 279,466 | +7.2% | 0.00% | 0.0% |
Q3 2021 | $6,431,000 | +19.0% | 260,680 | +19.5% | 0.00% | +100.0% |
Q2 2021 | $5,406,000 | +25.8% | 218,075 | +25.1% | 0.00% | 0.0% |
Q1 2021 | $4,297,000 | +104.4% | 174,370 | +102.5% | 0.00% | 0.0% |
Q4 2020 | $2,102,000 | +54.9% | 86,100 | +50.2% | 0.00% | – |
Q3 2020 | $1,357,000 | +91.9% | 57,326 | +87.0% | 0.00% | – |
Q2 2020 | $707,000 | +23466.7% | 30,653 | +19934.6% | 0.00% | – |
Q1 2020 | $3,000 | -25.0% | 153 | 0.0% | 0.00% | – |
Q4 2019 | $4,000 | 0.0% | 153 | 0.0% | 0.00% | – |
Q3 2019 | $4,000 | – | 153 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ABSOLUTE CAPITAL MANAGEMENT, LLC | 262,290 | $6,155,948 | 6.72% |
TMD Wealth Management, LLC | 317,002 | $7,440,037 | 3.31% |
Werba Rubin Papier Wealth Management | 166,229 | $3,901,394 | 1.61% |
Peloton Wealth Strategists | 134,525 | $3,157 | 1.52% |
SageView Advisory Group, LLC | 255,660 | $6,000,331 | 0.49% |
Asset Dedication, LLC | 181,845 | $4,257 | 0.43% |
Carr Financial Group Corp | 33,762 | $792,391 | 0.42% |
Northstar Group, Inc. | 51,375 | $1,205,763 | 0.34% |
Endowment Wealth Management, Inc. | 11,770 | $276,250 | 0.30% |
4J Wealth Management LLC | 10,891 | $255,605 | 0.30% |