ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 63 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $854,659 | -5.3% | 36,153 | -5.3% | 0.00% | 0.0% |
| Q2 2023 | $902,125 | +96384.0% | 38,177 | -3.6% | 0.00% | -25.0% |
| Q1 2023 | $935 | +0.6% | 39,621 | +0.1% | 0.00% | -20.0% |
| Q4 2022 | $929 | -99.9% | 39,589 | +11.3% | 0.01% | +25.0% |
| Q3 2022 | $831,000 | +83000.0% | 35,575 | +56368.3% | 0.00% | – |
| Q2 2022 | $1,000 | – | 63 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peloton Wealth Strategists | 69,000 | $1,684,000 | 0.68% |
| VALLEY NATIONAL ADVISERS INC | 78,789 | $1,923,000 | 0.36% |
| McLean Asset Management Corp | 37,392 | $912,000 | 0.35% |
| Northstar Group, Inc. | 43,138 | $1,053,000 | 0.25% |
| Bradley & Co. Private Wealth Management, LLC | 12,132 | $297,000 | 0.24% |
| CHILDRESS CAPITAL ADVISORS, LLC | 19,393 | $473,000 | 0.20% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 16,000 | $391,000 | 0.16% |
| Bellecapital International Ltd. | 21,251 | $519,000 | 0.15% |
| Timber Creek Capital Management LLC | 17,570 | $428,000 | 0.13% |
| Klaas Financial Asset Advisors, LLC | 22,200 | $542,000 | 0.12% |