ISHARES TR's ticker is IBHE and the CUSIP is 46435U168. A total of 87 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $62,842 | -0.4% | 2,700 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $63,126 | +60.7% | 2,700 | +58.8% | 0.01% | +66.7% |
| Q4 2023 | $39,270 | +0.7% | 1,700 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $38,981 | -54.2% | 1,700 | -54.1% | 0.00% | -57.1% |
| Q2 2023 | $85,100 | +0.4% | 3,700 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $84,767 | – | 3,700 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mid-American Wealth Advisory Group, Inc. | 630,032 | $14,663,997 | 9.36% |
| Richard P Slaughter Associates Inc | 1,198,523 | $27,895,625 | 6.58% |
| Michael S. Ryan, Inc. | 224,301 | $5,220,615 | 3.96% |
| PFG Private Wealth Management, LLC | 263,644 | $6,136,314 | 3.72% |
| ARROW FINANCIAL CORP | 1,275,020 | $29,676,091 | 2.90% |
| Commonwealth Financial Services, LLC | 521,765 | $12,099,728 | 2.48% |
| Denver PWM, LLC | 248,607 | $5,786,332 | 2.31% |
| Scissortail Wealth Management, LLC | 285,394 | $6,642,532 | 1.69% |
| COWA, LLC | 78,384 | $1,824,388 | 0.97% |
| Summit Investment Advisory Services, LLC | 32,656 | $760,059 | 0.89% |