ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 70 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 | $1,376 | -30.2% | 58,224 | -30.2% | 0.01% | -28.6% |
| Q2 2023 | $1,972 | -52.8% | 83,445 | -52.8% | 0.01% | -58.8% |
| Q1 2023 | $4,176 | +7.7% | 176,867 | +7.0% | 0.02% | +13.3% |
| Q4 2022 | $3,879 | -99.8% | 165,267 | +102.1% | 0.02% | +87.5% |
| Q3 2022 | $1,910,000 | +4.7% | 81,757 | +4.9% | 0.01% | 0.0% |
| Q2 2022 | $1,824,000 | +19.1% | 77,928 | +21.2% | 0.01% | +14.3% |
| Q1 2022 | $1,531,000 | – | 64,308 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 376,126 | $8,799,000 | 14.12% |
| Peloton Wealth Strategists | 101,300 | $2,370,000 | 1.16% |
| Asset Dedication, LLC | 170,602 | $3,984,000 | 0.59% |
| Northstar Group, Inc. | 53,817 | $1,260,000 | 0.36% |
| VALLEY NATIONAL ADVISERS INC | 70,883 | $1,660,000 | 0.35% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 16,000 | $374,000 | 0.19% |
| Timber Creek Capital Management LLC | 23,998 | $561,000 | 0.19% |
| Bellecapital International Ltd. | 25,964 | $607,000 | 0.17% |
| McLean Asset Management Corp | 17,542 | $410,000 | 0.16% |
| Bradley & Co. Private Wealth Management, LLC | 5,717 | $133,000 | 0.15% |