ISHARES TR's ticker is IBHD and the CUSIP is 46435U184. A total of 96 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $554 | +175.6% | 23,850 | +173.5% | 0.03% | +200.0% |
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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mid-American Wealth Advisory Group, Inc. | 1,250,766 | $29,067,807 | 18.56% |
PFG Private Wealth Management, LLC | 265,186 | $6,162,923 | 3.74% |
Carr Financial Group Corp | 263,657 | $6,127,387 | 1.95% |
Endowment Wealth Management, Inc. | 59,459 | $1,381,828 | 1.01% |
Peloton Wealth Strategists | 105,329 | $2,448 | 1.01% |
Baltimore-Washington Financial Advisors, Inc. | 663,728 | $15,425,055 | 0.89% |
Asset Dedication, LLC | 477,709 | $11,101,960 | 0.77% |
Tyler-Stone Wealth Management | 66,808 | $1,552,622 | 0.64% |
Straight Path Wealth Management | 49,207 | $1,143,562 | 0.59% |
Summit Investment Advisory Services, LLC | 21,050 | $489,212 | 0.58% |