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 | $462,057 | +77.6% | 19,545 | +77.5% | 0.00% | – |
| Q2 2023 | $260,218 | -30.9% | 11,012 | -31.0% | 0.00% | -100.0% |
| Q1 2023 | $376,796 | -91.3% | 15,959 | -91.4% | 0.00% | -88.9% |
| Q4 2022 | $4,349,000 | +41.0% | 185,334 | +40.4% | 0.01% | +28.6% |
| Q3 2022 | $3,084,000 | +1347.9% | 132,013 | +1346.7% | 0.01% | – |
| Q2 2022 | $213,000 | -82.9% | 9,125 | -82.6% | 0.00% | -100.0% |
| Q1 2022 | $1,244,000 | -2.7% | 52,298 | -0.1% | 0.00% | 0.0% |
| Q4 2021 | $1,278,000 | +10.3% | 52,356 | +11.4% | 0.00% | 0.0% |
| Q3 2021 | $1,159,000 | +24.9% | 46,981 | +25.6% | 0.00% | 0.0% |
| Q2 2021 | $928,000 | +103.5% | 37,413 | +102.1% | 0.00% | +100.0% |
| Q1 2021 | $456,000 | +56.7% | 18,511 | +55.1% | 0.00% | 0.0% |
| Q4 2020 | $291,000 | +15.9% | 11,937 | +12.4% | 0.00% | 0.0% |
| Q3 2020 | $251,000 | +68.5% | 10,619 | +64.4% | 0.00% | 0.0% |
| Q2 2020 | $149,000 | +7.2% | 6,460 | +1.2% | 0.00% | 0.0% |
| Q1 2020 | $139,000 | – | 6,385 | – | 0.00% | – |
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% |