ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 48 filers reported holding ISHARES TR in Q3 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 ↓ |
|---|---|---|---|
| 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% |