ISHARES TR's ticker is IBHD and the CUSIP is 46435U184. A total of 100 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,442,088 | +10.0% | 406,986 | +9.5% | 0.00% | 0.0% |
| Q2 2023 | $8,581,121 | +7.0% | 371,799 | +7.2% | 0.00% | 0.0% |
| Q1 2023 | $8,020,397 | -26.1% | 346,753 | -27.4% | 0.00% | 0.0% |
| Q4 2022 | $10,848,227 | +90.0% | 477,685 | +86.4% | 0.00% | 0.0% |
| Q3 2022 | $5,710,000 | +50.7% | 256,301 | +50.3% | 0.00% | – |
| Q2 2022 | $3,788,000 | +17.3% | 170,476 | +25.4% | 0.00% | – |
| Q1 2022 | $3,228,000 | +7970.0% | 135,900 | +8309.7% | 0.00% | – |
| Q4 2021 | $40,000 | -56.0% | 1,616 | -56.0% | 0.00% | – |
| Q3 2021 | $91,000 | +122.0% | 3,675 | +123.4% | 0.00% | – |
| Q2 2021 | $41,000 | +105.0% | 1,645 | +105.9% | 0.00% | – |
| Q1 2021 | $20,000 | +300.0% | 799 | +301.5% | 0.00% | – |
| Q4 2020 | $5,000 | – | 199 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Alpha Financial Partners, LLC | 99,825 | $2,267,029 | 2.75% |
| TMD Wealth Management, LLC | 225,180 | $5,113,838 | 2.28% |
| Richard P Slaughter Associates Inc | 233,354 | $5,299,469 | 1.67% |
| Tyler-Stone Wealth Management | 83,055 | $1,886 | 1.28% |
| IRON Financial LLC | 96,950 | $2,201,745 | 1.26% |
| Werba Rubin Papier Wealth Management | 105,386 | $2,393,314 | 0.99% |
| Day & Ennis, LLC | 43,953 | $998,173 | 0.39% |
| Baltimore-Washington Financial Advisors, Inc. | 171,128 | $3,886,298 | 0.38% |
| Peloton Wealth Strategists | 28,010 | $636 | 0.31% |
| Carr Financial Group Corp | 22,291 | $506,220 | 0.27% |