ISHARES TR's ticker is IBHD and the CUSIP is 46435U184. A total of 122 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,143,562 | -5.7% | 49,207 | -5.4% | 0.59% | -13.8% |
| Q1 2024 | $1,212,379 | +9.6% | 52,000 | +9.1% | 0.68% | +4.9% |
| Q4 2023 | $1,106,598 | +41.6% | 47,678 | +41.6% | 0.65% | +22.5% |
| Q3 2023 | $781,431 | +14.0% | 33,682 | +13.4% | 0.53% | +12.8% |
| Q2 2023 | $685,372 | +35.6% | 29,695 | +35.9% | 0.47% | +16.9% |
| Q1 2023 | $505,321 | – | 21,847 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IRON Financial LLC | 90,778 | $2,017,000 | 1.06% |
| Day & Ennis, LLC | 42,240 | $939,000 | 0.36% |
| Donald L. Hagan, LLC | 12,620 | $280,000 | 0.18% |
| Snowden Capital Advisors LLC | 173,361 | $3,852,000 | 0.17% |
| Timber Creek Capital Management LLC | 19,388 | $430,000 | 0.14% |
| Northstar Group, Inc. | 20,993 | $467,000 | 0.14% |
| Bradley & Co. Private Wealth Management, LLC | 4,495 | $100,000 | 0.11% |
| Klaas Financial Asset Advisors, LLC | 18,480 | $411,000 | 0.10% |
| VALLEY NATIONAL ADVISERS INC | 19,943 | $449,000 | 0.10% |
| Kesler, Norman & Wride, LLC | 13,895 | $309,000 | 0.09% |