ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 32 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |