ISHARES TR's ticker is IBHE and the CUSIP is 46435U168. A total of 26 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,139 | +17.9% | 49,659 | +18.2% | 0.05% | +26.2% |
| Q2 2023 | $966 | -100.0% | 42,011 | -53.5% | 0.04% | -61.1% |
| Q3 2022 | $2,005,000 | -60.0% | 90,392 | -59.6% | 0.11% | -59.7% |
| Q2 2022 | $5,018,000 | +110.0% | 223,681 | +125.7% | 0.27% | +226.8% |
| Q1 2022 | $2,390,000 | -44.4% | 99,092 | -42.7% | 0.08% | -28.7% |
| Q4 2021 | $4,296,000 | +205.1% | 173,030 | +207.3% | 0.12% | +101.8% |
| Q3 2021 | $1,408,000 | -32.1% | 56,300 | -31.5% | 0.06% | -45.2% |
| Q2 2021 | $2,073,000 | +93.0% | 82,213 | +92.1% | 0.10% | +79.3% |
| Q1 2021 | $1,074,000 | +100.0% | 42,794 | +98.7% | 0.06% | +56.8% |
| Q4 2020 | $537,000 | +14.7% | 21,542 | +11.1% | 0.04% | +5.7% |
| Q3 2020 | $468,000 | -21.1% | 19,392 | -23.3% | 0.04% | -25.5% |
| Q2 2020 | $593,000 | -82.8% | 25,278 | -83.9% | 0.05% | -75.1% |
| Q1 2020 | $3,448,000 | +6.8% | 156,675 | +23.5% | 0.19% | -30.8% |
| Q4 2019 | $3,227,000 | +5.0% | 126,881 | +4.4% | 0.27% | +26.4% |
| Q3 2019 | $3,072,000 | -40.0% | 121,483 | -39.9% | 0.22% | -35.9% |
| Q2 2019 | $5,120,000 | – | 202,094 | – | 0.34% | – |
Download | ||||||
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% |