ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 31 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,604,711 | -23.5% | 194,785 | -23.6% | 0.00% | -25.0% |
| Q2 2023 | $6,021,729 | -2.2% | 254,834 | -2.3% | 0.00% | -20.0% |
| Q1 2023 | $6,159,375 | +4.8% | 260,880 | +4.2% | 0.01% | 0.0% |
| Q4 2022 | $5,875,109 | +75.0% | 250,324 | +74.2% | 0.01% | +66.7% |
| Q3 2022 | $3,357,000 | +3.6% | 143,698 | +3.8% | 0.00% | 0.0% |
| Q2 2022 | $3,240,000 | -65.2% | 138,471 | -64.5% | 0.00% | -62.5% |
| Q1 2022 | $9,297,000 | +193.5% | 390,495 | +200.9% | 0.01% | +166.7% |
| Q4 2021 | $3,168,000 | +31.5% | 129,763 | +32.9% | 0.00% | +50.0% |
| Q3 2021 | $2,409,000 | +67.9% | 97,661 | +68.7% | 0.00% | +100.0% |
| Q2 2021 | $1,435,000 | +289.9% | 57,899 | +287.9% | 0.00% | – |
| Q1 2021 | $368,000 | – | 14,925 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peloton Wealth Strategists | 153,325 | $3,625 | 1.67% |
| Werba Rubin Papier Wealth Management | 142,406 | $3,366,465 | 1.20% |
| Endowment Wealth Management, Inc. | 27,742 | $655,827 | 0.59% |
| Asset Dedication, LLC | 282,925 | $6,678 | 0.57% |
| Baltimore-Washington Financial Advisors, Inc. | 263,217 | $6,222,460 | 0.50% |
| Straight Path Wealth Management | 22,360 | $528,598 | 0.36% |
| SageView Advisory Group, LLC | 249,429 | $5,896,497 | 0.34% |
| Northstar Group, Inc. | 51,183 | $1,209,981 | 0.29% |
| 4J Wealth Management LLC | 10,841 | $256,274 | 0.26% |
| Carr Financial Group Corp | 23,898 | $563,755 | 0.22% |