ISHARES TR's ticker is IBHD and the CUSIP is 46435U184. A total of 100 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $346,681 | -12.3% | 14,943 | -12.7% | 0.09% | -9.4% |
Q2 2023 | $395,246 | -0.3% | 17,125 | -0.1% | 0.10% | -4.0% |
Q1 2023 | $396,311 | +0.9% | 17,134 | -1.0% | 0.10% | -1.0% |
Q4 2022 | $392,894 | -5.3% | 17,300 | -7.2% | 0.10% | -12.9% |
Q3 2022 | $415,000 | +34.3% | 18,639 | +34.1% | 0.12% | +34.9% |
Q2 2022 | $309,000 | – | 13,895 | – | 0.09% | – |
Download |
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% |