ISHARES TR's ticker is IBHD and the CUSIP is 46435U184. A total of 19 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,535 | +25.2% | 109,268 | +24.5% | 0.01% | +25.0% |
| Q2 2023 | $2,025 | +2.7% | 87,734 | +2.9% | 0.00% | 0.0% |
| Q1 2023 | $1,971 | +7.1% | 85,233 | +5.2% | 0.00% | 0.0% |
| Q4 2022 | $1,840 | -99.9% | 81,031 | +8.3% | 0.00% | 0.0% |
| Q3 2022 | $1,666,000 | +53.4% | 74,811 | +53.1% | 0.00% | +33.3% |
| Q2 2022 | $1,086,000 | +27.3% | 48,877 | +36.0% | 0.00% | +50.0% |
| Q1 2022 | $853,000 | +3.9% | 35,939 | +7.2% | 0.00% | 0.0% |
| Q4 2021 | $821,000 | +12.0% | 33,524 | +13.1% | 0.00% | 0.0% |
| Q3 2021 | $733,000 | +22.8% | 29,643 | +23.2% | 0.00% | 0.0% |
| Q2 2021 | $597,000 | +22.6% | 24,055 | +21.5% | 0.00% | +100.0% |
| Q1 2021 | $487,000 | – | 19,796 | – | 0.00% | – |
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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% |