ISHARES TR's ticker is IBHD and the CUSIP is 46435U184. A total of 96 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $238,508 | +1.3% | 10,325 | +1.5% | 0.05% | 0.0% |
| Q1 2023 | $235,348 | +1.8% | 10,175 | 0.0% | 0.05% | 0.0% |
| Q4 2022 | $231,074 | +1.8% | 10,175 | 0.0% | 0.05% | -3.7% |
| Q3 2022 | $227,000 | -20.6% | 10,175 | -21.0% | 0.05% | -15.6% |
| Q2 2022 | $286,000 | -13.3% | 12,875 | -7.2% | 0.06% | +1.6% |
| Q1 2022 | $330,000 | -2.9% | 13,875 | 0.0% | 0.06% | +5.0% |
| Q4 2021 | $340,000 | +14.5% | 13,875 | +15.6% | 0.06% | +7.1% |
| Q3 2021 | $297,000 | – | 12,000 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Alpha Financial Partners, LLC | 99,825 | $2,267,029 | 2.75% |
| TMD Wealth Management, LLC | 225,180 | $5,113,838 | 2.28% |
| Richard P Slaughter Associates Inc | 233,354 | $5,299,469 | 1.67% |
| Tyler-Stone Wealth Management | 83,055 | $1,886 | 1.28% |
| IRON Financial LLC | 96,950 | $2,201,745 | 1.26% |
| Werba Rubin Papier Wealth Management | 105,386 | $2,393,314 | 0.99% |
| Day & Ennis, LLC | 43,953 | $998,173 | 0.39% |
| Baltimore-Washington Financial Advisors, Inc. | 171,128 | $3,886,298 | 0.38% |
| Peloton Wealth Strategists | 28,010 | $636 | 0.31% |
| Carr Financial Group Corp | 22,291 | $506,220 | 0.27% |