Baltimore-Washington Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBHF and the CUSIP is 46436E528. A total of 74 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Baltimore-Washington Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$9,543,802
-1.1%
416,578
-0.5%
0.55%
-8.2%
Q1 2024$9,652,270
-0.2%
418,572
-0.8%
0.60%
-10.3%
Q4 2023$9,670,315
+1538.4%
421,916
+1510.6%
0.67%
+1295.8%
Q3 2023$590,21826,1970.05%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Ruggaard & Associates LLC 564,440$12,931,3265.98%
PFG Private Wealth Management, LLC 273,365$6,262,7923.80%
FF Advisors,LLC 169,055$3,873,0412.72%
Mid-American Wealth Advisory Group, Inc. 139,224$3,189,6222.04%
Commonwealth Financial Services, LLC 411,688$9,419,4241.93%
PRIVATE CLIENT SERVICES, LLC 122,642$2,809,7281.76%
COWA, LLC 132,889$3,044,4951.62%
ABSOLUTE CAPITAL MANAGEMENT, LLC 108,529$2,486,3991.50%
Straight Path Wealth Management 70,031$1,604,4100.82%
Ashton Thomas Private Wealth, LLC 651,056$14,915,6930.82%
View complete list of ISHARES TR shareholders