ISHARES TR's ticker is IBHD and the CUSIP is 46435U184. A total of 43 filers reported holding ISHARES TR in Q3 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 ↓ |
|---|---|---|---|
| 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% |