ISHARES TR's ticker is IBHE and the CUSIP is 46435U168. A total of 10 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,892,000 | +1.8% | 257,455 | +1.9% | 0.01% | 0.0% |
| Q2 2023 | $5,790,000 | +5.0% | 252,531 | +4.9% | 0.01% | -8.3% |
| Q1 2023 | $5,512,000 | +2.6% | 240,819 | +0.8% | 0.01% | 0.0% |
| Q4 2022 | $5,374,000 | +2.2% | 238,923 | +0.6% | 0.01% | -14.3% |
| Q3 2022 | $5,259,000 | -0.5% | 237,513 | +0.8% | 0.01% | 0.0% |
| Q2 2022 | $5,286,000 | -5.2% | 235,640 | +1.9% | 0.01% | +16.7% |
| Q1 2022 | $5,578,000 | -3.0% | 231,282 | -0.2% | 0.01% | -7.7% |
| Q4 2021 | $5,752,000 | +0.1% | 231,756 | +0.9% | 0.01% | -13.3% |
| Q3 2021 | $5,747,000 | +4.2% | 229,586 | +5.0% | 0.02% | -6.2% |
| Q2 2021 | $5,513,000 | +4.0% | 218,679 | +3.7% | 0.02% | -5.9% |
| Q1 2021 | $5,302,000 | +3.2% | 210,945 | +2.5% | 0.02% | -19.0% |
| Q4 2020 | $5,138,000 | +9.4% | 205,875 | +5.7% | 0.02% | -8.7% |
| Q3 2020 | $4,696,000 | – | 194,742 | – | 0.02% | – |
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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% |