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 | $9,963,706 | +9.3% | 429,470 | +8.8% | 0.02% | +12.5% |
Q2 2023 | $9,114,301 | +3.3% | 394,900 | +3.5% | 0.02% | -5.9% |
Q1 2023 | $8,826,101 | +6.5% | 381,587 | +4.5% | 0.02% | 0.0% |
Q4 2022 | $8,290,405 | +729.0% | 365,061 | +713.7% | 0.02% | +750.0% |
Q3 2022 | $1,000,000 | -14.7% | 44,867 | -14.9% | 0.00% | -33.3% |
Q2 2022 | $1,172,000 | -3.3% | 52,737 | +3.3% | 0.00% | +50.0% |
Q1 2022 | $1,212,000 | +5.9% | 51,048 | +9.3% | 0.00% | 0.0% |
Q4 2021 | $1,144,000 | +171.7% | 46,718 | +174.4% | 0.00% | +100.0% |
Q3 2021 | $421,000 | -0.5% | 17,025 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $423,000 | +92.3% | 17,025 | +90.3% | 0.00% | – |
Q1 2021 | $220,000 | +4.3% | 8,945 | +3.1% | 0.00% | -100.0% |
Q4 2020 | $211,000 | +3.4% | 8,680 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $204,000 | – | 8,680 | – | 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% |