ISHARES TR's ticker is IBHD and the CUSIP is 46435U184. A total of 26 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $23,240 | -0.3% | 1,000 | 0.0% | 0.02% | -10.5% |
| Q1 2024 | $23,315 | -19.6% | 1,000 | -20.0% | 0.02% | -29.6% |
| Q4 2023 | $29,013 | +0.0% | 1,250 | 0.0% | 0.03% | -10.0% |
| Q3 2023 | $29,000 | +0.5% | 1,250 | 0.0% | 0.03% | +3.4% |
| Q2 2023 | $28,850 | -3.7% | 1,250 | -3.5% | 0.03% | -12.1% |
| Q1 2023 | $29,953 | -72.5% | 1,295 | -73.0% | 0.03% | -75.0% |
| Q4 2022 | $108,781 | +8.8% | 4,790 | +6.6% | 0.13% | +10.9% |
| Q3 2022 | $100,000 | 0.0% | 4,495 | 0.0% | 0.12% | +8.2% |
| Q2 2022 | $100,000 | -6.5% | 4,495 | 0.0% | 0.11% | +19.6% |
| Q1 2022 | $107,000 | -2.7% | 4,495 | 0.0% | 0.09% | +4.5% |
| Q4 2021 | $110,000 | -0.9% | 4,495 | 0.0% | 0.09% | -8.3% |
| Q3 2021 | $111,000 | -0.9% | 4,495 | 0.0% | 0.10% | -2.0% |
| Q2 2021 | $112,000 | -74.3% | 4,495 | -74.6% | 0.10% | -75.6% |
| Q1 2021 | $436,000 | – | 17,695 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mid-American Wealth Advisory Group, Inc. | 1,250,766 | $29,067,807 | 18.56% |
| PFG Private Wealth Management, LLC | 265,186 | $6,162,923 | 3.74% |
| Carr Financial Group Corp | 263,657 | $6,127,387 | 1.95% |
| Endowment Wealth Management, Inc. | 59,459 | $1,381,828 | 1.01% |
| Peloton Wealth Strategists | 105,329 | $2,448 | 1.01% |
| Baltimore-Washington Financial Advisors, Inc. | 663,728 | $15,425,055 | 0.89% |
| Asset Dedication, LLC | 477,709 | $11,101,960 | 0.77% |
| Tyler-Stone Wealth Management | 66,808 | $1,552,622 | 0.64% |
| Straight Path Wealth Management | 49,207 | $1,143,562 | 0.59% |
| Summit Investment Advisory Services, LLC | 21,050 | $489,212 | 0.58% |