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 | $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 ↓ |
|---|---|---|---|
| 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% |