ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 71 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,209,981 | -0.3% | 51,183 | -0.4% | 0.29% | +0.7% |
| Q2 2023 | $1,214,162 | +0.1% | 51,382 | +0.0% | 0.28% | -8.4% |
| Q1 2023 | $1,213,023 | +0.6% | 51,377 | +0.0% | 0.31% | -9.1% |
| Q4 2022 | $1,205,763 | -0.4% | 51,375 | -0.9% | 0.34% | -5.8% |
| Q3 2022 | $1,210,000 | -4.0% | 51,820 | -3.7% | 0.36% | -0.3% |
| Q2 2022 | $1,260,000 | +4.0% | 53,817 | +5.8% | 0.36% | +25.1% |
| Q1 2022 | $1,211,000 | +15.0% | 50,864 | +17.9% | 0.29% | +15.9% |
| Q4 2021 | $1,053,000 | +16.1% | 43,138 | +17.4% | 0.25% | +6.4% |
| Q3 2021 | $907,000 | +63.1% | 36,758 | +63.9% | 0.24% | +61.6% |
| Q2 2021 | $556,000 | +22.2% | 22,429 | +21.7% | 0.15% | +14.1% |
| Q1 2021 | $455,000 | – | 18,430 | – | 0.13% | – |
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% |