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 ↓ |
|---|---|---|---|
| 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% |