ISHARES TR's ticker is IBHG and the CUSIP is 46436E478. A total of 10 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,681,021 | +141.4% | 76,306 | +143.9% | 0.00% | – |
| Q1 2024 | $696,360 | -81.3% | 31,283 | -81.9% | 0.00% | -100.0% |
| Q3 2023 | $3,728,794 | +75.1% | 173,226 | +77.6% | 0.00% | 0.0% |
| Q2 2023 | $2,129,250 | +22.5% | 97,557 | +23.4% | 0.00% | 0.0% |
| Q1 2023 | $1,737,629 | +15.0% | 79,055 | +11.8% | 0.00% | 0.0% |
| Q4 2022 | $1,510,698 | -10.0% | 70,709 | -12.8% | 0.00% | 0.0% |
| Q3 2022 | $1,679,000 | +2.1% | 81,093 | +4.1% | 0.00% | 0.0% |
| Q2 2022 | $1,644,000 | +10.8% | 77,914 | +24.6% | 0.00% | – |
| Q1 2022 | $1,484,000 | +85.3% | 62,511 | +94.8% | 0.00% | – |
| Q3 2021 | $801,000 | – | 32,089 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Commonwealth Financial Services, LLC | 324,153 | $7,144,335 | 1.47% |
| Straight Path Wealth Management | 65,554 | $1,444,155 | 0.74% |
| M3 Advisory Group, LLC | 28,953 | $637,830 | 0.52% |
| LBMC INVESTMENT ADVISORS, LLC | 195,106 | $4,298,185 | 0.37% |
| Sightline Wealth Advisors, LLC | 23,798 | $524,268 | 0.33% |
| WRAPMANAGER INC | 39,320 | $866,220 | 0.24% |
| Ironwood Financial, llc | 26,665 | $587,427 | 0.13% |
| GAMMA Investing LLC | 33,037 | $727,805 | 0.10% |
| BBJS FINANCIAL ADVISORS, LLC | 9,831 | $216,575 | 0.08% |
| Consolidated Portfolio Review Corp | 15,153 | $333,815 | 0.08% |