ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 22 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $869 | -6.7% | 36,750 | -6.6% | 0.15% | -2.6% |
Q2 2023 | $931 | -6.9% | 39,360 | -7.2% | 0.16% | -11.4% |
Q1 2023 | $1,000 | +0.5% | 42,392 | +0.2% | 0.18% | -1.1% |
Q4 2022 | $995 | -99.9% | 42,291 | -29.9% | 0.18% | -39.5% |
Q3 2022 | $1,412,000 | -14.9% | 60,357 | -14.8% | 0.29% | -16.0% |
Q2 2022 | $1,660,000 | -4.8% | 70,883 | -3.2% | 0.35% | +4.8% |
Q1 2022 | $1,744,000 | -9.3% | 73,235 | -7.0% | 0.33% | -5.9% |
Q4 2021 | $1,923,000 | -1.1% | 78,789 | -0.0% | 0.36% | +0.9% |
Q3 2021 | $1,944,000 | -0.3% | 78,798 | +0.2% | 0.35% | -1.1% |
Q2 2021 | $1,950,000 | +24.5% | 78,663 | +23.8% | 0.36% | +16.3% |
Q1 2021 | $1,566,000 | +278.3% | 63,529 | +275.1% | 0.31% | +251.7% |
Q4 2020 | $414,000 | +1018.9% | 16,937 | +983.6% | 0.09% | +987.5% |
Q3 2020 | $37,000 | – | 1,563 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TMD Wealth Management, LLC | 741,751 | $17,512,752 | 4.94% |
Peloton Wealth Strategists | 154,400 | $3,645 | 1.66% |
Werba Rubin Papier Wealth Management | 164,960 | $3,894,698 | 1.53% |
Asset Dedication, LLC | 255,636 | $6,025 | 0.56% |
Endowment Wealth Management, Inc. | 23,378 | $551,945 | 0.56% |
Straight Path Wealth Management | 21,852 | $515,926 | 0.41% |
SageView Advisory Group, LLC | 247,560 | $5,844,891 | 0.37% |
Carr Financial Group Corp | 31,103 | $734,337 | 0.32% |
Northstar Group, Inc. | 51,377 | $1,213,023 | 0.31% |
4J Wealth Management LLC | 11,191 | $264,213 | 0.28% |