ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 31 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,695,373 | +6.8% | 325,523 | +6.8% | 0.00% | 0.0% |
| Q2 2023 | $7,204,197 | +9.5% | 304,875 | +9.4% | 0.00% | 0.0% |
| Q1 2023 | $6,578,691 | -0.3% | 278,640 | -0.9% | 0.00% | 0.0% |
| Q4 2022 | $6,599,012 | +20.9% | 281,168 | +20.3% | 0.00% | 0.0% |
| Q3 2022 | $5,458,000 | +7.3% | 233,663 | +7.5% | 0.00% | 0.0% |
| Q2 2022 | $5,086,000 | -0.6% | 217,379 | +1.2% | 0.00% | 0.0% |
| Q1 2022 | $5,115,000 | +60.2% | 214,839 | +64.3% | 0.00% | – |
| Q4 2021 | $3,192,000 | +124.6% | 130,768 | +127.1% | 0.00% | – |
| Q3 2021 | $1,421,000 | +122.4% | 57,582 | +123.5% | 0.00% | – |
| Q2 2021 | $639,000 | -49.3% | 25,758 | -49.7% | 0.00% | – |
| Q1 2021 | $1,261,000 | +15662.5% | 51,185 | +16046.7% | 0.00% | – |
| Q4 2020 | $8,000 | – | 317 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peloton Wealth Strategists | 157,075 | $3,712 | 1.64% |
| Werba Rubin Papier Wealth Management | 165,056 | $3,900,275 | 1.35% |
| Asset Dedication, LLC | 285,518 | $6,737 | 0.57% |
| Endowment Wealth Management, Inc. | 24,665 | $582,844 | 0.53% |
| Baltimore-Washington Financial Advisors, Inc. | 254,773 | $6,020,284 | 0.48% |
| Straight Path Wealth Management | 24,365 | $575,743 | 0.40% |
| SageView Advisory Group, LLC | 248,565 | $5,873,603 | 0.33% |
| Northstar Group, Inc. | 51,382 | $1,214,162 | 0.28% |
| Carr Financial Group Corp | 29,076 | $687,055 | 0.27% |
| 4J Wealth Management LLC | 10,841 | $256,166 | 0.25% |