ISHARES TR's ticker is IBHG and the CUSIP is 46436E478. A total of 28 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 | $306,891 | +6.1% | 14,257 | +7.5% | 0.00% | – |
| Q2 2023 | $289,343 | -0.7% | 13,257 | 0.0% | 0.00% | – |
| Q1 2023 | $291,389 | +273.3% | 13,257 | +262.8% | 0.00% | – |
| Q4 2022 | $78,068 | +6.9% | 3,654 | +4.1% | 0.00% | – |
| Q3 2022 | $73,000 | -1.4% | 3,511 | 0.0% | 0.00% | – |
| Q2 2022 | $74,000 | +100.0% | 3,511 | +128.1% | 0.00% | – |
| Q1 2022 | $37,000 | -2.6% | 1,539 | 0.0% | 0.00% | – |
| Q4 2021 | $38,000 | – | 1,539 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Commonwealth Financial Services, LLC | 184,873 | $3,979,497 | 1.18% |
| Straight Path Wealth Management | 20,992 | $451,865 | 0.31% |
| WRAPMANAGER INC | 24,160 | $520,058 | 0.17% |
| Ironwood Financial, llc | 19,690 | $423,839 | 0.11% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 44,574 | $959 | 0.09% |
| Robertson Stephens Wealth Management, LLC | 58,731 | $1,264,220 | 0.08% |
| BBJS FINANCIAL ADVISORS, LLC | 10,314 | $222,010 | 0.08% |
| IFP Advisors, Inc | 43,941 | $945,868 | 0.04% |
| Global Retirement Partners, LLC | 30,428 | $645,383 | 0.03% |
| NewEdge Advisors, LLC | 82,589 | $1,777,777 | 0.02% |