ISHARES TR's ticker is IBHD and the CUSIP is 46435U184. A total of 10 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $764 | +0.8% | 32,951 | +0.4% | 0.13% | +4.7% |
| Q2 2023 | $758 | +0.7% | 32,825 | +0.1% | 0.13% | -3.8% |
| Q1 2023 | $753 | -2.8% | 32,777 | -2.2% | 0.13% | -5.0% |
| Q4 2022 | $775 | -99.8% | 33,529 | +81.1% | 0.14% | +59.8% |
| Q3 2022 | $418,000 | -6.9% | 18,513 | -7.2% | 0.09% | -8.4% |
| Q2 2022 | $449,000 | +1.1% | 19,943 | +6.7% | 0.10% | +11.8% |
| Q1 2022 | $444,000 | +17.5% | 18,690 | +21.2% | 0.08% | +21.4% |
| Q4 2021 | $378,000 | +5.6% | 15,420 | +6.5% | 0.07% | +7.7% |
| Q3 2021 | $358,000 | +0.3% | 14,479 | +0.7% | 0.06% | 0.0% |
| Q2 2021 | $357,000 | +1.7% | 14,377 | +0.8% | 0.06% | -5.8% |
| Q1 2021 | $351,000 | +13.2% | 14,269 | +11.8% | 0.07% | +6.2% |
| Q4 2020 | $310,000 | +737.8% | 12,764 | +713.0% | 0.06% | +712.5% |
| Q3 2020 | $37,000 | – | 1,570 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mid-American Wealth Advisory Group, Inc. | 1,326,417 | $30,613,696 | 24.72% |
| ARROW FINANCIAL CORP | 1,080,865 | $25,076,068 | 2.94% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 127,000 | $2,946,400 | 2.83% |
| Tyler-Stone Wealth Management | 93,515 | $2,170 | 1.24% |
| Werba Rubin Papier Wealth Management | 113,973 | $2,644,165 | 0.94% |
| Peloton Wealth Strategists | 86,860 | $2,015 | 0.93% |
| Carr Financial Group Corp | 86,962 | $2,007,954 | 0.79% |
| Baltimore-Washington Financial Advisors, Inc. | 348,906 | $8,094,617 | 0.66% |
| Day & Ennis, LLC | 67,860 | $1,574,352 | 0.59% |
| Endowment Wealth Management, Inc. | 27,313 | $633,654 | 0.57% |