ISHARES TR's ticker is IBHD and the CUSIP is 46435U184. A total of 87 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,571,000 | -5.3% | 240,093 | -5.8% | 0.00% | 0.0% |
| Q2 2023 | $5,885,000 | +1.6% | 255,009 | +1.8% | 0.00% | 0.0% |
| Q1 2023 | $5,794,000 | -4.5% | 250,535 | -6.2% | 0.00% | 0.0% |
| Q4 2022 | $6,064,000 | -9.8% | 267,032 | -11.5% | 0.00% | 0.0% |
| Q3 2022 | $6,725,000 | +0.3% | 301,844 | +0.1% | 0.00% | 0.0% |
| Q2 2022 | $6,702,000 | -12.7% | 301,607 | -6.7% | 0.00% | 0.0% |
| Q1 2022 | $7,678,000 | -2.5% | 323,278 | +0.6% | 0.00% | 0.0% |
| Q4 2021 | $7,873,000 | +8.0% | 321,454 | +9.1% | 0.00% | 0.0% |
| Q3 2021 | $7,288,000 | +12.0% | 294,669 | +12.5% | 0.00% | 0.0% |
| Q2 2021 | $6,509,000 | +18.2% | 261,906 | +17.1% | 0.00% | 0.0% |
| Q1 2021 | $5,507,000 | +60.7% | 223,631 | +58.8% | 0.00% | +100.0% |
| Q4 2020 | $3,427,000 | +220.3% | 140,865 | +209.5% | 0.00% | – |
| Q3 2020 | $1,070,000 | +20.1% | 45,520 | +17.4% | 0.00% | – |
| Q2 2020 | $891,000 | – | 38,785 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mid-American Wealth Advisory Group, Inc. | 1,326,417 | $30,613,696 | 24.72% |
| ARROW FINANCIAL CORP | 1,080,865 | $25,076,068 | 2.94% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 127,000 | $2,946,400 | 2.83% |
| Tyler-Stone Wealth Management | 93,515 | $2,170 | 1.24% |
| Werba Rubin Papier Wealth Management | 113,973 | $2,644,165 | 0.94% |
| Peloton Wealth Strategists | 86,860 | $2,015 | 0.93% |
| Carr Financial Group Corp | 86,962 | $2,007,954 | 0.79% |
| Baltimore-Washington Financial Advisors, Inc. | 348,906 | $8,094,617 | 0.66% |
| Day & Ennis, LLC | 67,860 | $1,574,352 | 0.59% |
| Endowment Wealth Management, Inc. | 27,313 | $633,654 | 0.57% |