HolderBook

ISHARES TR (IBHC)

Institutional ownership reported to the SEC as of Q4 2023, across 19 quarters.

1
Reporting holders
$1.2M
Reported value
0.0%
Held as options
-59
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
IFP Advisors, Inc$1.2M50,1570.06%6q-3.5%-$42.8K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q4 20231$1.2M50,1570010.0%
Q3 202360$88.3M3,736,778515220.0%
Q2 202360$90.5M3,796,614615210.0%
Q1 202356$107.2M4,530,3141121140.0%
Q4 202245$88.9M3,788,323141580.0%
Q3 202246$78.4M3,356,434122180.0%
Q2 202237$67.4M2,881,417912140.0%
Q1 202230$63.1M2,651,93931730.0%
Q4 202131$40.6M1,663,92051650.0%
Q3 202130$42.2M1,709,82761730.0%
Q2 202124$32.5M1,309,58741430.0%
Q1 202120$20.1M817,2029900.0%
Q4 202011$5.4M220,3055500.0%
Q3 202010$23.2M370,0025220.0%
Q2 20206$7.5M324,9961230.0%
Q1 20207$10.7M493,4171120.0%
Q4 20196$10.0M400,5351210.0%
Q3 20195$11.4M457,5302120.0%
Q2 20193$20.0M794,2593000.0%