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 | $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% | – |
Download | ||||||
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% |