ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 73 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,222,460 | +3.4% | 263,217 | +3.3% | 0.50% | +4.8% |
| Q2 2023 | $6,020,284 | +336.5% | 254,773 | +336.2% | 0.48% | +296.7% |
| Q1 2023 | $1,379,096 | +21.7% | 58,411 | +20.9% | 0.12% | +9.0% |
| Q4 2022 | $1,133,647 | +284.3% | 48,302 | +281.7% | 0.11% | +344.0% |
| Q3 2022 | $295,000 | – | 12,653 | – | 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% |