ISHARES TR's ticker is IBHB and the CUSIP is 46435U176. A total of 26 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,145,000 | -3.9% | 47,650 | -4.0% | 0.34% | -0.6% |
| Q2 2022 | $1,192,000 | -11.1% | 49,648 | -10.8% | 0.34% | +7.1% |
| Q1 2022 | $1,341,000 | +5.3% | 55,646 | +5.4% | 0.32% | +5.9% |
| Q4 2021 | $1,273,000 | +22.4% | 52,820 | +23.0% | 0.30% | +12.6% |
| Q3 2021 | $1,040,000 | +9.9% | 42,946 | +10.3% | 0.27% | +8.9% |
| Q2 2021 | $946,000 | +53.8% | 38,943 | +53.7% | 0.25% | +43.4% |
| Q1 2021 | $615,000 | – | 25,343 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Asset Dedication, LLC | 139,909 | $3,396,000 | 0.77% |
| VALLEY NATIONAL ADVISERS INC | 64,339 | $1,563,000 | 0.30% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 15,200 | $369,000 | 0.21% |
| Northstar Group, Inc. | 25,343 | $615,000 | 0.17% |
| Bellecapital International Ltd. | 21,072 | $512,000 | 0.16% |
| Timber Creek Capital Management LLC | 15,637 | $379,000 | 0.15% |
| Klaas Financial Asset Advisors, LLC | 18,683 | $454,000 | 0.13% |
| CHILDRESS CAPITAL ADVISORS, LLC | 10,855 | $263,000 | 0.12% |
| HEADINVEST, LLC | 17,052 | $414,000 | 0.08% |
| Bradley & Co. Private Wealth Management, LLC | 3,525 | $86,000 | 0.08% |