ISHARES TR's ticker is IBHD and the CUSIP is 46435U184. A total of 72 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Alpha Financial Partners, LLC | 99,825 | $2,267,029 | 2.75% |
| TMD Wealth Management, LLC | 225,180 | $5,113,838 | 2.28% |
| Richard P Slaughter Associates Inc | 233,354 | $5,299,469 | 1.67% |
| Tyler-Stone Wealth Management | 83,055 | $1,886 | 1.28% |
| IRON Financial LLC | 96,950 | $2,201,745 | 1.26% |
| Werba Rubin Papier Wealth Management | 105,386 | $2,393,314 | 0.99% |
| Day & Ennis, LLC | 43,953 | $998,173 | 0.39% |
| Baltimore-Washington Financial Advisors, Inc. | 171,128 | $3,886,298 | 0.38% |
| Peloton Wealth Strategists | 28,010 | $636 | 0.31% |
| Carr Financial Group Corp | 22,291 | $506,220 | 0.27% |