ISHARES TR's ticker is IBHD and the CUSIP is 46435U184. A total of 43 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,981,953 | -2.4% | 85,429 | -2.9% | 0.04% | 0.0% |
| Q2 2023 | $2,030,401 | +68471.5% | 87,973 | -31.3% | 0.04% | -42.6% |
| Q1 2023 | $2,961 | +24.8% | 127,995 | +22.6% | 0.06% | -4.7% |
| Q4 2022 | $2,372 | -99.9% | 104,440 | +7.3% | 0.06% | -7.2% |
| Q3 2022 | $2,169,000 | -4.3% | 97,349 | -4.6% | 0.07% | -2.8% |
| Q2 2022 | $2,267,000 | -8.7% | 102,025 | -2.4% | 0.07% | -6.6% |
| Q1 2022 | $2,482,000 | -0.9% | 104,513 | +2.2% | 0.08% | +2.7% |
| Q4 2021 | $2,504,000 | – | 102,232 | – | 0.07% | – |
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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% |