ISHARES TR's ticker is IBHE and the CUSIP is 46435U168. A total of 26 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,959,000 | -6.9% | 172,627 | -6.6% | 0.00% | 0.0% |
| Q2 2023 | $4,251,000 | -8.6% | 184,807 | -8.9% | 0.00% | 0.0% |
| Q1 2023 | $4,650,000 | +2.2% | 202,941 | +0.4% | 0.00% | 0.0% |
| Q4 2022 | $4,550,000 | -9.4% | 202,120 | -10.7% | 0.00% | -50.0% |
| Q3 2022 | $5,023,000 | +10.3% | 226,460 | +11.6% | 0.00% | +100.0% |
| Q2 2022 | $4,553,000 | +21.2% | 202,923 | +30.3% | 0.00% | 0.0% |
| Q1 2022 | $3,757,000 | +13.9% | 155,772 | +17.3% | 0.00% | 0.0% |
| Q4 2021 | $3,298,000 | +35.2% | 132,843 | +36.3% | 0.00% | 0.0% |
| Q3 2021 | $2,439,000 | +49.3% | 97,495 | +50.5% | 0.00% | – |
| Q2 2021 | $1,634,000 | +17.7% | 64,773 | +17.1% | 0.00% | – |
| Q1 2021 | $1,388,000 | +34.5% | 55,300 | +33.7% | 0.00% | – |
| Q4 2020 | $1,032,000 | – | 41,350 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Richard P Slaughter Associates Inc | 831,309 | $19,045,289 | 6.21% |
| Scissortail Wealth Management, LLC | 269,045 | $6,163,693 | 5.55% |
| Straight Path Wealth Management | 26,899 | $616,256 | 0.49% |
| Krilogy Financial LLC | 188,789 | $4,325,145 | 0.36% |
| Werba Rubin Papier Wealth Management | 32,997 | $755,961 | 0.30% |
| Ironwood Financial, llc | 34,121 | $781,709 | 0.22% |
| New England Private Wealth Advisors LLC | 43,401 | $994,300 | 0.20% |
| Snowden Capital Advisors LLC | 196,157 | $4,493,965 | 0.18% |
| WRAPMANAGER INC | 23,422 | $536,598 | 0.16% |
| Mutual Advisors, LLC | 141,433 | $3,240,241 | 0.13% |