ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 63 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $223,146 | +7.2% | 9,439 | +7.2% | 0.00% | 0.0% |
| Q2 2023 | $208,071 | +0.4% | 8,805 | +0.3% | 0.00% | 0.0% |
| Q1 2023 | $207,243 | -51.6% | 8,778 | -51.9% | 0.00% | -57.1% |
| Q4 2022 | $428,241 | -5.0% | 18,246 | -5.5% | 0.01% | -12.5% |
| Q3 2022 | $450,965 | +2.5% | 19,305 | +2.7% | 0.01% | 0.0% |
| Q2 2022 | $440,000 | – | 18,795 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peloton Wealth Strategists | 157,075 | $3,712 | 1.64% |
| Werba Rubin Papier Wealth Management | 165,056 | $3,900,275 | 1.35% |
| Asset Dedication, LLC | 285,518 | $6,737 | 0.57% |
| Endowment Wealth Management, Inc. | 24,665 | $582,844 | 0.53% |
| Baltimore-Washington Financial Advisors, Inc. | 254,773 | $6,020,284 | 0.48% |
| Straight Path Wealth Management | 24,365 | $575,743 | 0.40% |
| SageView Advisory Group, LLC | 248,565 | $5,873,603 | 0.33% |
| Northstar Group, Inc. | 51,382 | $1,214,162 | 0.28% |
| Carr Financial Group Corp | 29,076 | $687,055 | 0.27% |
| 4J Wealth Management LLC | 10,841 | $256,166 | 0.25% |