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 | $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 ↓ |
|---|---|---|---|
| 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% |