ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 63 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CALTON & ASSOCIATES, INC. | 110,245 | $2,733,000 | 0.52% |
| VALLEY NATIONAL ADVISERS INC | 78,663 | $1,950,000 | 0.36% |
| Bradley & Co. Private Wealth Management, LLC | 12,132 | $301,000 | 0.26% |
| Peloton Wealth Strategists | 20,000 | $496,000 | 0.20% |
| CHILDRESS CAPITAL ADVISORS, LLC | 16,907 | $419,000 | 0.19% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 16,000 | $397,000 | 0.18% |
| Bellecapital International Ltd. | 21,251 | $527,000 | 0.16% |
| Northstar Group, Inc. | 22,429 | $556,000 | 0.15% |
| Timber Creek Capital Management LLC | 18,106 | $448,000 | 0.14% |
| FLOW TRADERS U.S. LLC | 90,778 | $2,250,000 | 0.11% |