Advisor OS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBHD and the CUSIP is 46435U184. A total of 87 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
Advisor OS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$208,800
+0.5%
9,0000.0%0.03%
-8.8%
Q2 2023$207,720
-30.9%
9,000
-30.8%
0.03%
-52.8%
Q1 2023$300,69013,0000.07%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Alpha Financial Partners, LLC 99,825$2,267,0292.75%
TMD Wealth Management, LLC 225,180$5,113,8382.28%
Richard P Slaughter Associates Inc 233,354$5,299,4691.67%
Tyler-Stone Wealth Management 83,055$1,8861.28%
IRON Financial LLC 96,950$2,201,7451.26%
Werba Rubin Papier Wealth Management 105,386$2,393,3140.99%
Day & Ennis, LLC 43,953$998,1730.39%
Baltimore-Washington Financial Advisors, Inc. 171,128$3,886,2980.38%
Peloton Wealth Strategists 28,010$6360.31%
Carr Financial Group Corp 22,291$506,2200.27%
View complete list of ISHARES TR shareholders