IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 70 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,228,608
-42.7%
51,970
-41.1%
0.06%
+17.0%
Q2 2023$2,145,511
+137.4%
88,278
+144.0%
0.05%
+20.5%
Q1 2023$903,691
+108647.4%
36,178
+8.5%
0.04%
+77.3%
Q4 2022$831
-99.8%
33,329
+87.0%
0.02%
+83.3%
Q3 2022$446,00017,8270.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Peloton Wealth Strategists 157,075$3,7121.64%
Werba Rubin Papier Wealth Management 165,056$3,900,2751.35%
Asset Dedication, LLC 285,518$6,7370.57%
Endowment Wealth Management, Inc. 24,665$582,8440.53%
Baltimore-Washington Financial Advisors, Inc. 254,773$6,020,2840.48%
Straight Path Wealth Management 24,365$575,7430.40%
SageView Advisory Group, LLC 248,565$5,873,6030.33%
Northstar Group, Inc. 51,382$1,214,1620.28%
Carr Financial Group Corp 29,076$687,0550.27%
4J Wealth Management LLC 10,841$256,1660.25%
View complete list of ISHARES TR shareholders