ISHARES TR's ticker is IBHD and the CUSIP is 46435U184. A total of 130 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,448 | -0.8% | 105,329 | -0.5% | 1.01% | +0.5% |
| Q1 2024 | $2,467 | +2.5% | 105,829 | +2.0% | 1.00% | -3.9% |
| Q4 2023 | $2,408 | +19.5% | 103,750 | +19.4% | 1.04% | +12.3% |
| Q3 2023 | $2,015 | +30.1% | 86,860 | +29.4% | 0.93% | +35.6% |
| Q2 2023 | $1,549 | +8.9% | 67,135 | +9.1% | 0.68% | +5.4% |
| Q1 2023 | $1,423 | +123.7% | 61,510 | +119.6% | 0.65% | +112.4% |
| Q4 2022 | $636 | – | 28,010 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mid-American Wealth Advisory Group, Inc. | 1,250,766 | $29,067,807 | 18.56% |
| PFG Private Wealth Management, LLC | 265,186 | $6,162,923 | 3.74% |
| Carr Financial Group Corp | 263,657 | $6,127,387 | 1.95% |
| Endowment Wealth Management, Inc. | 59,459 | $1,381,828 | 1.01% |
| Peloton Wealth Strategists | 105,329 | $2,448 | 1.01% |
| Baltimore-Washington Financial Advisors, Inc. | 663,728 | $15,425,055 | 0.89% |
| Asset Dedication, LLC | 477,709 | $11,101,960 | 0.77% |
| Tyler-Stone Wealth Management | 66,808 | $1,552,622 | 0.64% |
| Straight Path Wealth Management | 49,207 | $1,143,562 | 0.59% |
| Summit Investment Advisory Services, LLC | 21,050 | $489,212 | 0.58% |