ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 70 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,347,374 | +40.2% | 353,104 | +40.1% | 0.00% | 0.0% |
| Q2 2023 | $5,955,815 | -15.7% | 252,045 | -15.7% | 0.00% | 0.0% |
| Q1 2023 | $7,062,778 | +9.5% | 299,143 | +8.9% | 0.00% | 0.0% |
| Q4 2022 | $6,448,523 | +21.8% | 274,756 | +21.2% | 0.00% | 0.0% |
| Q3 2022 | $5,295,000 | +4.8% | 226,683 | +5.0% | 0.00% | 0.0% |
| Q2 2022 | $5,051,000 | -29.5% | 215,885 | -28.2% | 0.00% | 0.0% |
| Q1 2022 | $7,160,000 | +9.1% | 300,771 | +11.8% | 0.00% | 0.0% |
| Q4 2021 | $6,564,000 | +4.8% | 268,930 | +5.9% | 0.00% | +100.0% |
| Q3 2021 | $6,263,000 | +161.1% | 253,890 | +162.4% | 0.00% | 0.0% |
| Q2 2021 | $2,399,000 | +32.9% | 96,762 | +32.1% | 0.00% | – |
| Q1 2021 | $1,805,000 | – | 73,229 | +7322800.0% | 0.00% | – |
| Q4 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 1 | – | 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% |