ISHARES TR's ticker is IBHD and the CUSIP is 46435U184. A total of 122 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $472,980 | +17.9% | 20,352 | +18.3% | 0.09% | +8.8% |
| Q1 2024 | $401,088 | -4.3% | 17,203 | -4.8% | 0.08% | -8.0% |
| Q4 2023 | $419,265 | +9.4% | 18,064 | +9.3% | 0.09% | 0.0% |
| Q3 2023 | $383,334 | +18.5% | 16,523 | +17.9% | 0.09% | +20.8% |
| Q2 2023 | $323,420 | +23.8% | 14,013 | +24.0% | 0.07% | +20.0% |
| Q1 2023 | $261,300 | -36.4% | 11,297 | -38.7% | 0.06% | -42.3% |
| Q3 2022 | $411,000 | 0.0% | 18,437 | -0.2% | 0.10% | +2.0% |
| Q2 2022 | $411,000 | -11.0% | 18,480 | -5.0% | 0.10% | -3.8% |
| Q1 2022 | $462,000 | -14.6% | 19,449 | -12.0% | 0.11% | -13.1% |
| Q4 2021 | $541,000 | +28.5% | 22,103 | +30.0% | 0.12% | +18.4% |
| Q3 2021 | $421,000 | +26.4% | 17,005 | +26.9% | 0.10% | +22.6% |
| Q2 2021 | $333,000 | – | 13,400 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 127,000 | $2,931,160 | 2.70% |
| ARROW FINANCIAL CORP | 772,228 | $17,823,022 | 2.15% |
| Tyler-Stone Wealth Management | 100,316 | $2,315 | 1.31% |
| IRON Financial LLC | 89,460 | $2,064,746 | 1.11% |
| Werba Rubin Papier Wealth Management | 122,575 | $2,829,014 | 0.98% |
| Peloton Wealth Strategists | 67,135 | $1,549 | 0.68% |
| Baltimore-Washington Financial Advisors, Inc. | 343,129 | $7,919,423 | 0.63% |
| Alpha Financial Partners, LLC | 23,836 | $550,127 | 0.59% |
| Day & Ennis, LLC | 66,368 | $1,531,774 | 0.58% |
| Straight Path Wealth Management | 29,695 | $685,372 | 0.47% |