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 | $1,057,430 | -25.2% | 45,432 | -24.8% | 0.09% | -25.0% |
| Q1 2024 | $1,412,900 | +22.3% | 60,432 | +20.9% | 0.12% | +16.0% |
| Q4 2023 | $1,155,000 | +92.1% | 50,000 | +90.7% | 0.10% | +75.4% |
| Q3 2023 | $601,190 | -0.2% | 26,219 | +0.1% | 0.06% | +1.8% |
| Q2 2023 | $602,516 | +0.5% | 26,196 | +0.1% | 0.06% | -3.4% |
| Q1 2023 | $599,669 | – | 26,175 | – | 0.06% | – |
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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% |