ISHARES TR's ticker is IBHE and the CUSIP is 46435U168. A total of 56 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 244,797 | $5,510,380 | 1.73% |
| Tyler-Stone Wealth Management | 81,691 | $1,839 | 1.25% |
| Werba Rubin Papier Wealth Management | 29,727 | $669,155 | 0.28% |
| Ironwood Financial, llc | 28,378 | $638,789 | 0.20% |
| Snowden Capital Advisors LLC | 183,304 | $4,126,177 | 0.17% |
| WRAPMANAGER INC | 23,671 | $533 | 0.17% |
| Scissortail Wealth Management, LLC | 10,359 | $236 | 0.14% |
| Bradley & Co. Private Wealth Management, LLC | 4,905 | $110,412 | 0.13% |
| Mutual Advisors, LLC | 128,177 | $2,885,265 | 0.13% |
| BBJS FINANCIAL ADVISORS, LLC | 10,672 | $240,227 | 0.11% |