ISHARES TR's ticker is IBHD and the CUSIP is 46435U184. A total of 87 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $201 | -68.0% | 8,720 | -68.5% | 0.01% | -71.9% |
| Q4 2022 | $628 | -100.0% | 27,654 | -55.9% | 0.03% | -57.3% |
| Q2 2022 | $1,395,000 | -25.0% | 62,772 | -19.9% | 0.08% | +17.2% |
| Q1 2022 | $1,861,000 | -50.9% | 78,339 | -49.4% | 0.06% | -37.3% |
| Q4 2021 | $3,790,000 | +1346.6% | 154,734 | +1361.3% | 0.10% | +827.3% |
| Q3 2021 | $262,000 | -62.0% | 10,589 | -61.8% | 0.01% | -67.6% |
| Q2 2021 | $689,000 | -19.5% | 27,730 | -20.2% | 0.03% | -26.1% |
| Q1 2021 | $856,000 | +24.4% | 34,742 | +22.8% | 0.05% | -2.1% |
| Q4 2020 | $688,000 | +167.7% | 28,294 | +158.4% | 0.05% | +147.4% |
| Q3 2020 | $257,000 | -77.7% | 10,949 | -79.1% | 0.02% | -69.8% |
| Q1 2020 | $1,154,000 | -70.8% | 52,277 | -66.4% | 0.06% | -81.1% |
| Q4 2019 | $3,947,000 | -30.4% | 155,696 | -30.4% | 0.33% | -16.1% |
| Q3 2019 | $5,668,000 | +17.4% | 223,629 | +17.9% | 0.40% | +25.2% |
| Q2 2019 | $4,826,000 | – | 189,753 | – | 0.32% | – |
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% |