ISHARES TR's ticker is IBHF and the CUSIP is 46436E528. A total of 50 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,988,428 | +12.8% | 132,642 | +13.9% | 0.00% | 0.0% |
| Q2 2023 | $2,650,146 | +27.4% | 116,490 | +27.7% | 0.00% | 0.0% |
| Q1 2023 | $2,080,567 | +10.9% | 91,253 | +8.8% | 0.00% | 0.0% |
| Q4 2022 | $1,876,101 | +267.1% | 83,904 | +259.0% | 0.00% | – |
| Q3 2022 | $511,000 | +98.8% | 23,372 | +101.7% | 0.00% | – |
| Q2 2022 | $257,000 | – | 11,586 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 159,913 | $3,602,849 | 3.46% |
| Commonwealth Financial Services, LLC | 383,515 | $8,640,584 | 2.57% |
| Scissortail Wealth Management, LLC | 69,761 | $1,547,997 | 1.22% |
| Straight Path Wealth Management | 36,151 | $814,482 | 0.55% |
| Sightline Wealth Advisors, LLC | 15,882 | $357,820 | 0.33% |
| Robertson Stephens Wealth Management, LLC | 117,228 | $2,641,147 | 0.18% |
| WRAPMANAGER INC | 24,321 | $547,952 | 0.18% |
| Ironwood Financial, llc | 23,448 | $528,273 | 0.14% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 63,240 | $1,424 | 0.14% |
| Consolidated Portfolio Review Corp | 13,189 | $297,147 | 0.07% |