ISHARES TR's ticker is IBHD and the CUSIP is 46435U184. A total of 43 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,649,063 | +40.8% | 459,011 | +40.1% | 0.00% | +50.0% |
| Q2 2023 | $7,562,094 | -13.6% | 327,647 | -13.4% | 0.00% | -33.3% |
| Q1 2023 | $8,750,715 | +6.6% | 378,327 | +4.7% | 0.00% | +50.0% |
| Q4 2022 | $8,205,237 | +253.1% | 361,305 | +246.4% | 0.00% | +100.0% |
| Q3 2022 | $2,324,000 | +196.1% | 104,295 | +195.1% | 0.00% | – |
| Q2 2022 | $785,000 | -75.0% | 35,341 | -73.3% | 0.00% | -100.0% |
| Q1 2022 | $3,143,000 | +24.8% | 132,334 | +28.7% | 0.00% | 0.0% |
| Q4 2021 | $2,519,000 | +2.6% | 102,861 | +3.6% | 0.00% | 0.0% |
| Q3 2021 | $2,455,000 | +12.3% | 99,266 | +12.8% | 0.00% | – |
| Q2 2021 | $2,186,000 | +13.7% | 87,978 | +12.7% | 0.00% | – |
| Q1 2021 | $1,922,000 | – | 78,064 | – | 0.00% | – |
Download | ||||||
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% |