ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 63 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,736,437 | +142.2% | 454,164 | +142.1% | 0.00% | +200.0% |
| Q2 2023 | $4,432,775 | -32.6% | 187,591 | -32.6% | 0.00% | -66.7% |
| Q1 2023 | $6,574,063 | +261.8% | 278,444 | +258.0% | 0.00% | +200.0% |
| Q3 2022 | $1,817,000 | +24.5% | 77,777 | +24.7% | 0.00% | 0.0% |
| Q2 2022 | $1,460,000 | +47.6% | 62,396 | +55.7% | 0.00% | – |
| Q3 2021 | $989,000 | -54.5% | 40,075 | -54.3% | 0.00% | -100.0% |
| Q2 2021 | $2,176,000 | +114.8% | 87,783 | +111.6% | 0.00% | 0.0% |
| Q4 2020 | $1,013,000 | +15.5% | 41,485 | +12.0% | 0.00% | 0.0% |
| Q3 2020 | $877,000 | -58.2% | 37,046 | -59.2% | 0.00% | -50.0% |
| Q2 2020 | $2,097,000 | +1.2% | 90,879 | -4.7% | 0.00% | 0.0% |
| Q1 2020 | $2,073,000 | -47.1% | 95,317 | -39.3% | 0.00% | -60.0% |
| Q4 2019 | $3,922,000 | +38.2% | 157,080 | +37.7% | 0.01% | 0.0% |
| Q3 2019 | $2,837,000 | +151.1% | 114,087 | +154.4% | 0.01% | +150.0% |
| Q2 2019 | $1,130,000 | – | 44,852 | – | 0.00% | – |
Download | ||||||
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% |