ISHARES TR's ticker is IBHD and the CUSIP is 46435U184. A total of 26 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,227,187 | -94.9% | 52,896 | -95.0% | 0.00% | -100.0% |
| Q2 2023 | $24,251,933 | +3968.9% | 1,050,777 | +3977.7% | 0.01% | – |
| Q1 2023 | $596,037 | -84.3% | 25,769 | -84.9% | 0.00% | -100.0% |
| Q2 2022 | $3,788,000 | +115.5% | 170,458 | +130.3% | 0.00% | +100.0% |
| Q1 2022 | $1,758,000 | +130.1% | 74,026 | +137.1% | 0.00% | – |
| Q4 2021 | $764,000 | +4.8% | 31,215 | +5.4% | 0.00% | – |
| Q1 2021 | $729,000 | -45.8% | 29,618 | -48.2% | 0.00% | -100.0% |
| Q3 2020 | $1,345,000 | +15.3% | 57,231 | +12.7% | 0.00% | 0.0% |
| Q2 2020 | $1,167,000 | -80.5% | 50,783 | -81.3% | 0.00% | -83.3% |
| Q1 2020 | $5,995,000 | +93.6% | 271,499 | +122.3% | 0.01% | +50.0% |
| Q4 2019 | $3,096,000 | +87.1% | 122,116 | +87.0% | 0.00% | +33.3% |
| Q3 2019 | $1,655,000 | -39.6% | 65,312 | -39.3% | 0.00% | -40.0% |
| Q2 2019 | $2,738,000 | – | 107,680 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mid-American Wealth Advisory Group, Inc. | 1,326,417 | $30,613,696 | 24.72% |
| ARROW FINANCIAL CORP | 1,080,865 | $25,076,068 | 2.94% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 127,000 | $2,946,400 | 2.83% |
| Tyler-Stone Wealth Management | 93,515 | $2,170 | 1.24% |
| Werba Rubin Papier Wealth Management | 113,973 | $2,644,165 | 0.94% |
| Peloton Wealth Strategists | 86,860 | $2,015 | 0.93% |
| Carr Financial Group Corp | 86,962 | $2,007,954 | 0.79% |
| Baltimore-Washington Financial Advisors, Inc. | 348,906 | $8,094,617 | 0.66% |
| Day & Ennis, LLC | 67,860 | $1,574,352 | 0.59% |
| Endowment Wealth Management, Inc. | 27,313 | $633,654 | 0.57% |