ISHARES TR's ticker is IBHE and the CUSIP is 46435U168. A total of 21 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,492,503 | +4874.1% | 544,810 | +4889.1% | 0.02% | – |
| Q2 2023 | $251,152 | +19.1% | 10,920 | +18.7% | 0.00% | – |
| Q1 2023 | $210,850 | -2.7% | 9,203 | -4.4% | 0.00% | – |
| Q4 2022 | $216,794 | -3.6% | 9,631 | -5.1% | 0.00% | -100.0% |
| Q3 2022 | $225,000 | -44.6% | 10,153 | -43.9% | 0.00% | 0.0% |
| Q2 2022 | $406,000 | +1.0% | 18,108 | +8.7% | 0.00% | 0.0% |
| Q1 2022 | $402,000 | -2.7% | 16,655 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $413,000 | -1.0% | 16,655 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $417,000 | -0.7% | 16,655 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $420,000 | +92.7% | 16,655 | +91.4% | 0.00% | – |
| Q1 2021 | $218,000 | +3.3% | 8,700 | +3.1% | 0.00% | -100.0% |
| Q4 2020 | $211,000 | +3.4% | 8,440 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $204,000 | – | 8,440 | – | 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% |