ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 14 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $222,217 | -63.5% | 9,412 | -63.7% | 0.06% | -67.8% |
| Q4 2022 | $609,375 | +0.4% | 25,964 | 0.0% | 0.17% | -7.6% |
| Q3 2022 | $607,000 | 0.0% | 25,964 | 0.0% | 0.18% | +9.5% |
| Q2 2022 | $607,000 | +20.0% | 25,964 | +22.2% | 0.17% | +5.6% |
| Q1 2022 | $506,000 | -2.5% | 21,251 | 0.0% | 0.16% | +8.1% |
| Q4 2021 | $519,000 | -1.0% | 21,251 | 0.0% | 0.15% | -7.5% |
| Q3 2021 | $524,000 | -0.6% | 21,251 | 0.0% | 0.16% | 0.0% |
| Q2 2021 | $527,000 | +0.6% | 21,251 | 0.0% | 0.16% | -2.4% |
| Q1 2021 | $524,000 | +1.0% | 21,251 | 0.0% | 0.16% | -5.2% |
| Q4 2020 | $519,000 | – | 21,251 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peloton Wealth Strategists | 157,075 | $3,712 | 1.64% |
| Werba Rubin Papier Wealth Management | 165,056 | $3,900,275 | 1.35% |
| Asset Dedication, LLC | 285,518 | $6,737 | 0.57% |
| Endowment Wealth Management, Inc. | 24,665 | $582,844 | 0.53% |
| Baltimore-Washington Financial Advisors, Inc. | 254,773 | $6,020,284 | 0.48% |
| Straight Path Wealth Management | 24,365 | $575,743 | 0.40% |
| SageView Advisory Group, LLC | 248,565 | $5,873,603 | 0.33% |
| Northstar Group, Inc. | 51,382 | $1,214,162 | 0.28% |
| Carr Financial Group Corp | 29,076 | $687,055 | 0.27% |
| 4J Wealth Management LLC | 10,841 | $256,166 | 0.25% |