ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 71 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,939 | +6.6% | 124,303 | +6.6% | 0.01% | 0.0% |
| Q2 2023 | $2,756 | +6.3% | 116,650 | +6.2% | 0.01% | +20.0% |
| Q1 2023 | $2,593 | +5.8% | 109,866 | +5.2% | 0.01% | -16.7% |
| Q4 2022 | $2,451 | -99.9% | 104,455 | +14.9% | 0.01% | +20.0% |
| Q3 2022 | $2,123,000 | +38.8% | 90,902 | +39.0% | 0.01% | +25.0% |
| Q2 2022 | $1,530,000 | +65.8% | 65,405 | +68.6% | 0.00% | +100.0% |
| Q1 2022 | $923,000 | +11.9% | 38,797 | +14.7% | 0.00% | 0.0% |
| Q4 2021 | $825,000 | +4.2% | 33,830 | +5.3% | 0.00% | 0.0% |
| Q3 2021 | $792,000 | +17.3% | 32,133 | +17.9% | 0.00% | 0.0% |
| Q2 2021 | $675,000 | +29.3% | 27,252 | +28.6% | 0.00% | +100.0% |
| Q1 2021 | $522,000 | – | 21,199 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 376,126 | $8,799,000 | 14.12% |
| Peloton Wealth Strategists | 101,300 | $2,370,000 | 1.16% |
| Asset Dedication, LLC | 170,602 | $3,984,000 | 0.59% |
| Northstar Group, Inc. | 53,817 | $1,260,000 | 0.36% |
| VALLEY NATIONAL ADVISERS INC | 70,883 | $1,660,000 | 0.35% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 16,000 | $374,000 | 0.19% |
| Timber Creek Capital Management LLC | 23,998 | $561,000 | 0.19% |
| Bellecapital International Ltd. | 25,964 | $607,000 | 0.17% |
| McLean Asset Management Corp | 17,542 | $410,000 | 0.16% |
| Bradley & Co. Private Wealth Management, LLC | 5,717 | $133,000 | 0.15% |