ISHARES TR's ticker is IBHD and the CUSIP is 46435U184. A total of 100 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $625,159 | -69.7% | 26,946 | -69.9% | 0.36% | -67.3% |
| Q2 2023 | $2,064,746 | -9.1% | 89,460 | -9.0% | 1.11% | -11.1% |
| Q1 2023 | $2,272,683 | +3.2% | 98,257 | +1.3% | 1.25% | -1.3% |
| Q4 2022 | $2,201,745 | -6.2% | 96,950 | -8.0% | 1.26% | -1.9% |
| Q3 2022 | $2,347,000 | +16.4% | 105,327 | +16.0% | 1.29% | +22.1% |
| Q2 2022 | $2,017,000 | +821.0% | 90,778 | +883.3% | 1.06% | +945.5% |
| Q1 2022 | $219,000 | – | 9,232 | – | 0.10% | – |
Download | ||||||
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% |