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 | $6,196,000 | +0.3% | 266,840 | -0.4% | 0.01% | 0.0% |
| Q2 2023 | $6,177,000 | +3.1% | 267,854 | +3.6% | 0.01% | -7.7% |
| Q1 2023 | $5,990,000 | +2.5% | 258,604 | +0.7% | 0.01% | 0.0% |
| Q4 2022 | $5,843,000 | +4.3% | 256,777 | +2.2% | 0.01% | -13.3% |
| Q3 2022 | $5,600,000 | +5.8% | 251,204 | +5.5% | 0.02% | +7.1% |
| Q2 2022 | $5,294,000 | -4.9% | 238,032 | +1.6% | 0.01% | +16.7% |
| Q1 2022 | $5,568,000 | -2.5% | 234,357 | +0.3% | 0.01% | -7.7% |
| Q4 2021 | $5,710,000 | -0.4% | 233,754 | +1.0% | 0.01% | -13.3% |
| Q3 2021 | $5,732,000 | +4.1% | 231,401 | +4.5% | 0.02% | -6.2% |
| Q2 2021 | $5,506,000 | +5.2% | 221,347 | +4.3% | 0.02% | -5.9% |
| Q1 2021 | $5,233,000 | – | 212,309 | – | 0.02% | – |
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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% |