ISHARES TR's ticker is IBHD and the CUSIP is 46435U184. A total of 35 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,035,583 | +101.7% | 44,636 | +100.6% | 0.00% | +100.0% |
| Q2 2023 | $513,526 | -68.8% | 22,249 | -68.7% | 0.00% | -66.7% |
| Q1 2023 | $1,643,574 | -7.9% | 71,059 | -9.6% | 0.00% | -25.0% |
| Q4 2022 | $1,785,000 | +32.1% | 78,565 | +29.6% | 0.00% | +33.3% |
| Q3 2022 | $1,351,000 | -68.3% | 60,635 | -68.4% | 0.00% | -66.7% |
| Q2 2022 | $4,264,000 | -6.0% | 191,985 | +0.5% | 0.01% | 0.0% |
| Q1 2022 | $4,537,000 | +1.7% | 191,073 | +4.9% | 0.01% | +12.5% |
| Q4 2021 | $4,460,000 | +126.3% | 182,116 | +128.5% | 0.01% | +100.0% |
| Q3 2021 | $1,971,000 | +37.9% | 79,701 | +38.6% | 0.00% | +33.3% |
| Q2 2021 | $1,429,000 | +270.2% | 57,513 | +266.9% | 0.00% | +200.0% |
| Q1 2021 | $386,000 | +125.7% | 15,674 | +122.4% | 0.00% | – |
| Q4 2020 | $171,000 | +40.2% | 7,049 | +36.0% | 0.00% | – |
| Q3 2020 | $122,000 | +430.4% | 5,183 | +417.8% | 0.00% | – |
| Q2 2020 | $23,000 | +4.5% | 1,001 | 0.0% | 0.00% | – |
| Q1 2020 | $22,000 | – | 1,001 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mid-American Wealth Advisory Group, Inc. | 1,326,417 | $30,613,696 | 24.72% |
| ARROW FINANCIAL CORP | 1,080,865 | $25,076,068 | 2.94% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 127,000 | $2,946,400 | 2.83% |
| Tyler-Stone Wealth Management | 93,515 | $2,170 | 1.24% |
| Werba Rubin Papier Wealth Management | 113,973 | $2,644,165 | 0.94% |
| Peloton Wealth Strategists | 86,860 | $2,015 | 0.93% |
| Carr Financial Group Corp | 86,962 | $2,007,954 | 0.79% |
| Baltimore-Washington Financial Advisors, Inc. | 348,906 | $8,094,617 | 0.66% |
| Day & Ennis, LLC | 67,860 | $1,574,352 | 0.59% |
| Endowment Wealth Management, Inc. | 27,313 | $633,654 | 0.57% |