ISHARES TR's ticker is IBHD and the CUSIP is 46435U184. A total of 72 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,574,352 | +2.8% | 67,860 | +2.2% | 0.59% | +0.9% |
| Q2 2023 | $1,531,774 | +50.5% | 66,368 | +50.8% | 0.58% | +54.4% |
| Q1 2023 | $1,018,091 | +2.0% | 44,016 | +0.1% | 0.38% | -2.3% |
| Q4 2022 | $998,173 | -3.1% | 43,953 | -4.9% | 0.39% | -10.0% |
| Q3 2022 | $1,030,000 | +9.7% | 46,240 | +9.5% | 0.43% | +20.8% |
| Q2 2022 | $939,000 | -9.4% | 42,240 | -3.1% | 0.36% | +3.5% |
| Q1 2022 | $1,036,000 | – | 43,605 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Alpha Financial Partners, LLC | 99,825 | $2,267,029 | 2.75% |
| TMD Wealth Management, LLC | 225,180 | $5,113,838 | 2.28% |
| Richard P Slaughter Associates Inc | 233,354 | $5,299,469 | 1.67% |
| Tyler-Stone Wealth Management | 83,055 | $1,886 | 1.28% |
| IRON Financial LLC | 96,950 | $2,201,745 | 1.26% |
| Werba Rubin Papier Wealth Management | 105,386 | $2,393,314 | 0.99% |
| Day & Ennis, LLC | 43,953 | $998,173 | 0.39% |
| Baltimore-Washington Financial Advisors, Inc. | 171,128 | $3,886,298 | 0.38% |
| Peloton Wealth Strategists | 28,010 | $636 | 0.31% |
| Carr Financial Group Corp | 22,291 | $506,220 | 0.27% |