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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,503,715 | -2.3% | 194,966 | -3.0% | 0.06% | -13.9% |
| Q3 2023 | $4,609,824 | +6.9% | 201,039 | +7.2% | 0.07% | +5.9% |
| Q2 2023 | $4,313,995 | +30.5% | 187,565 | +29.9% | 0.07% | +23.6% |
| Q1 2023 | $3,306,784 | +11.3% | 144,338 | +9.4% | 0.06% | +1.9% |
| Q4 2022 | $2,970,127 | -8.8% | 131,947 | -10.2% | 0.05% | -37.2% |
| Q3 2022 | $3,258,000 | +8.6% | 146,871 | +9.9% | 0.09% | +26.5% |
| Q2 2022 | $2,999,000 | -5.5% | 133,667 | +1.6% | 0.07% | +7.9% |
| Q1 2022 | $3,173,000 | -0.6% | 131,586 | +2.4% | 0.06% | -3.1% |
| Q4 2021 | $3,191,000 | +1.2% | 128,528 | +2.0% | 0.06% | +6.6% |
| Q3 2021 | $3,153,000 | – | 126,024 | – | 0.06% | – |
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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% |