ISHARES TR's ticker is IBHD and the CUSIP is 46435U184. A total of 100 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,044,561 | +40.8% | 346,748 | +40.1% | 0.01% | +50.0% |
| Q2 2023 | $5,712,029 | +17.3% | 247,488 | +17.5% | 0.00% | 0.0% |
| Q1 2023 | $4,871,610 | +27.7% | 210,619 | +25.3% | 0.00% | +33.3% |
| Q4 2022 | $3,816,349 | +17.7% | 168,047 | +15.5% | 0.00% | 0.0% |
| Q3 2022 | $3,243,000 | +0.7% | 145,544 | +0.5% | 0.00% | 0.0% |
| Q2 2022 | $3,219,000 | -1.5% | 144,886 | +5.3% | 0.00% | 0.0% |
| Q1 2022 | $3,269,000 | +28.4% | 137,643 | +32.5% | 0.00% | +50.0% |
| Q4 2021 | $2,545,000 | +5.4% | 103,909 | +6.4% | 0.00% | 0.0% |
| Q3 2021 | $2,415,000 | +67.5% | 97,636 | +68.3% | 0.00% | +100.0% |
| Q2 2021 | $1,442,000 | +282.5% | 58,029 | +278.8% | 0.00% | – |
| Q1 2021 | $377,000 | – | 15,321 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mid-American Wealth Advisory Group, Inc. | 1,326,417 | $30,613,696 | 24.72% |
| ARROW FINANCIAL CORP | 1,080,865 | $25,076,068 | 2.94% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 127,000 | $2,946,400 | 2.83% |
| Tyler-Stone Wealth Management | 93,515 | $2,170 | 1.24% |
| Werba Rubin Papier Wealth Management | 113,973 | $2,644,165 | 0.94% |
| Peloton Wealth Strategists | 86,860 | $2,015 | 0.93% |
| Carr Financial Group Corp | 86,962 | $2,007,954 | 0.79% |
| Baltimore-Washington Financial Advisors, Inc. | 348,906 | $8,094,617 | 0.66% |
| Day & Ennis, LLC | 67,860 | $1,574,352 | 0.59% |
| Endowment Wealth Management, Inc. | 27,313 | $633,654 | 0.57% |