ISHARES TR's ticker is IBHD and the CUSIP is 46435U184. A total of 35 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $959 | +31.7% | 41,343 | +31.1% | 0.00% | +33.3% |
| Q2 2023 | $728 | +6.3% | 31,542 | +6.6% | 0.00% | 0.0% |
| Q1 2023 | $685 | +12.3% | 29,603 | +10.2% | 0.00% | 0.0% |
| Q4 2022 | $610 | -99.9% | 26,851 | +41.2% | 0.00% | +50.0% |
| Q3 2022 | $424,000 | -2.8% | 19,016 | -3.1% | 0.00% | 0.0% |
| Q2 2022 | $436,000 | +74.4% | 19,616 | +86.5% | 0.00% | +100.0% |
| Q1 2022 | $250,000 | +23.8% | 10,516 | +27.5% | 0.00% | 0.0% |
| Q4 2021 | $202,000 | – | 8,246 | – | 0.00% | – |
Download | ||||||
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% |