ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 32 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $63,189 | +0.0% | 2,673 | 0.0% | 0.02% | +4.5% |
| Q2 2023 | $63,162 | -0.0% | 2,673 | -0.1% | 0.02% | -4.3% |
| Q1 2023 | $63,180 | -56.0% | 2,676 | -56.3% | 0.02% | -57.4% |
| Q4 2022 | $143,659 | -74.6% | 6,121 | -74.8% | 0.05% | -75.9% |
| Q3 2022 | $566,000 | +0.9% | 24,251 | +1.1% | 0.22% | +20.4% |
| Q2 2022 | $561,000 | -4.1% | 23,998 | -2.4% | 0.19% | +5.1% |
| Q1 2022 | $585,000 | +36.7% | 24,595 | +40.0% | 0.18% | +39.4% |
| Q4 2021 | $428,000 | -5.7% | 17,570 | -4.6% | 0.13% | -11.8% |
| Q3 2021 | $454,000 | +1.3% | 18,421 | +1.7% | 0.14% | -0.7% |
| Q2 2021 | $448,000 | +11.4% | 18,106 | +10.8% | 0.14% | -6.5% |
| Q1 2021 | $402,000 | +813.6% | 16,339 | +805.2% | 0.16% | +675.0% |
| Q4 2020 | $44,000 | – | 1,805 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TMD Wealth Management, LLC | 741,751 | $17,512,752 | 4.94% |
| Peloton Wealth Strategists | 154,400 | $3,645 | 1.66% |
| Werba Rubin Papier Wealth Management | 164,960 | $3,894,698 | 1.53% |
| Asset Dedication, LLC | 255,636 | $6,025 | 0.56% |
| Endowment Wealth Management, Inc. | 23,378 | $551,945 | 0.56% |
| Straight Path Wealth Management | 21,852 | $515,926 | 0.41% |
| SageView Advisory Group, LLC | 247,560 | $5,844,891 | 0.37% |
| Carr Financial Group Corp | 31,103 | $734,337 | 0.32% |
| Northstar Group, Inc. | 51,377 | $1,213,023 | 0.31% |
| 4J Wealth Management LLC | 11,191 | $264,213 | 0.28% |