ISHARES TR's ticker is IBHD and the CUSIP is 46435U184. A total of 26 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,076,068 | +40.7% | 1,080,865 | +40.0% | 2.94% | +36.7% |
| Q2 2023 | $17,823,022 | +98.3% | 772,228 | +98.7% | 2.15% | +83.4% |
| Q1 2023 | $8,988,989 | +5952872.8% | 388,629 | +5754.6% | 1.17% | +5760.0% |
| Q4 2022 | $151 | -99.9% | 6,638 | +7.3% | 0.02% | 0.0% |
| Q3 2022 | $138,000 | +0.7% | 6,188 | 0.0% | 0.02% | +5.3% |
| Q2 2022 | $137,000 | -3.5% | 6,188 | +3.5% | 0.02% | +11.8% |
| Q1 2022 | $142,000 | +2740.0% | 5,981 | +2817.6% | 0.02% | +1600.0% |
| Q4 2021 | $5,000 | – | 205 | – | 0.00% | – |
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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% |