ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 70 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,616,691 | -49.0% | 110,689 | -49.0% | 0.01% | -44.4% |
| Q2 2023 | $5,131,534 | -5.4% | 217,162 | -5.5% | 0.01% | -10.0% |
| Q1 2023 | $5,423,069 | -29.6% | 229,694 | -30.1% | 0.01% | -33.3% |
| Q4 2022 | $7,706,900 | +238.8% | 328,370 | +237.1% | 0.02% | +200.0% |
| Q3 2022 | $2,275,000 | -8.3% | 97,404 | -8.2% | 0.01% | 0.0% |
| Q2 2022 | $2,482,000 | -2.6% | 106,079 | -0.8% | 0.01% | 0.0% |
| Q1 2022 | $2,547,000 | +1.2% | 106,974 | +3.7% | 0.01% | 0.0% |
| Q4 2021 | $2,517,000 | +54.0% | 103,119 | +55.7% | 0.01% | +66.7% |
| Q3 2021 | $1,634,000 | +28.5% | 66,239 | +29.1% | 0.00% | 0.0% |
| Q2 2021 | $1,272,000 | +175.3% | 51,313 | +173.8% | 0.00% | +200.0% |
| Q1 2021 | $462,000 | +11.6% | 18,739 | +10.4% | 0.00% | 0.0% |
| Q4 2020 | $414,000 | +5.6% | 16,975 | +2.5% | 0.00% | 0.0% |
| Q3 2020 | $392,000 | +2.6% | 16,556 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $382,000 | – | 16,556 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peloton Wealth Strategists | 157,075 | $3,712 | 1.64% |
| Werba Rubin Papier Wealth Management | 165,056 | $3,900,275 | 1.35% |
| Asset Dedication, LLC | 285,518 | $6,737 | 0.57% |
| Endowment Wealth Management, Inc. | 24,665 | $582,844 | 0.53% |
| Baltimore-Washington Financial Advisors, Inc. | 254,773 | $6,020,284 | 0.48% |
| Straight Path Wealth Management | 24,365 | $575,743 | 0.40% |
| SageView Advisory Group, LLC | 248,565 | $5,873,603 | 0.33% |
| Northstar Group, Inc. | 51,382 | $1,214,162 | 0.28% |
| Carr Financial Group Corp | 29,076 | $687,055 | 0.27% |
| 4J Wealth Management LLC | 10,841 | $256,166 | 0.25% |