ISHARES TR's ticker is IBHD and the CUSIP is 46435U184. A total of 72 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $275 | -26.7% | 11,858 | -26.4% | 0.04% | -28.1% |
| Q1 2024 | $375 | -37.5% | 16,120 | -37.7% | 0.06% | -40.0% |
| Q4 2023 | $600 | -21.5% | 25,890 | -21.4% | 0.10% | -28.6% |
| 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. | 1,250,766 | $29,067,807 | 18.56% |
| PFG Private Wealth Management, LLC | 265,186 | $6,162,923 | 3.74% |
| Carr Financial Group Corp | 263,657 | $6,127,387 | 1.95% |
| Endowment Wealth Management, Inc. | 59,459 | $1,381,828 | 1.01% |
| Peloton Wealth Strategists | 105,329 | $2,448 | 1.01% |
| Baltimore-Washington Financial Advisors, Inc. | 663,728 | $15,425,055 | 0.89% |
| Asset Dedication, LLC | 477,709 | $11,101,960 | 0.77% |
| Tyler-Stone Wealth Management | 66,808 | $1,552,622 | 0.64% |
| Straight Path Wealth Management | 49,207 | $1,143,562 | 0.59% |
| Summit Investment Advisory Services, LLC | 21,050 | $489,212 | 0.58% |