ISHARES TR's ticker is IBHD and the CUSIP is 46435U184. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 127,000 | $2,931,160 | 2.70% |
| ARROW FINANCIAL CORP | 772,228 | $17,823,022 | 2.15% |
| Tyler-Stone Wealth Management | 100,316 | $2,315 | 1.31% |
| IRON Financial LLC | 89,460 | $2,064,746 | 1.11% |
| Werba Rubin Papier Wealth Management | 122,575 | $2,829,014 | 0.98% |
| Peloton Wealth Strategists | 67,135 | $1,549 | 0.68% |
| Baltimore-Washington Financial Advisors, Inc. | 343,129 | $7,919,423 | 0.63% |
| Alpha Financial Partners, LLC | 23,836 | $550,127 | 0.59% |
| Day & Ennis, LLC | 66,368 | $1,531,774 | 0.58% |
| Straight Path Wealth Management | 29,695 | $685,372 | 0.47% |