ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 48 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $249,284 | -25.5% | 10,545 | -25.5% | 0.00% | -20.0% |
| Q2 2023 | $334,506 | -41.4% | 14,156 | -41.5% | 0.01% | -50.0% |
| Q1 2023 | $570,866 | -7.5% | 24,179 | -8.1% | 0.01% | -9.1% |
| Q4 2022 | $617,378 | +7.2% | 26,305 | +6.7% | 0.01% | -26.7% |
| Q3 2022 | $576,000 | -21.1% | 24,662 | -20.9% | 0.02% | -11.8% |
| Q2 2022 | $730,000 | +187.4% | 31,192 | +192.4% | 0.02% | +240.0% |
| Q1 2022 | $254,000 | -2.3% | 10,668 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $260,000 | -1.1% | 10,668 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $263,000 | -33.1% | 10,668 | -32.8% | 0.01% | -44.4% |
| Q2 2021 | $393,000 | +49.4% | 15,868 | +48.6% | 0.01% | +28.6% |
| Q1 2021 | $263,000 | +5.6% | 10,681 | +4.7% | 0.01% | -12.5% |
| Q4 2020 | $249,000 | – | 10,200 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peloton Wealth Strategists | 69,000 | $1,684,000 | 0.68% |
| VALLEY NATIONAL ADVISERS INC | 78,789 | $1,923,000 | 0.36% |
| McLean Asset Management Corp | 37,392 | $912,000 | 0.35% |
| Northstar Group, Inc. | 43,138 | $1,053,000 | 0.25% |
| Bradley & Co. Private Wealth Management, LLC | 12,132 | $297,000 | 0.24% |
| CHILDRESS CAPITAL ADVISORS, LLC | 19,393 | $473,000 | 0.20% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 16,000 | $391,000 | 0.16% |
| Bellecapital International Ltd. | 21,251 | $519,000 | 0.15% |
| Timber Creek Capital Management LLC | 17,570 | $428,000 | 0.13% |
| Klaas Financial Asset Advisors, LLC | 22,200 | $542,000 | 0.12% |