ISHARES TR's ticker is IBHE and the CUSIP is 46435U168. A total of 16 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,830,823 | -82.4% | 123,455 | -82.4% | 0.00% | -85.7% |
| Q1 2023 | $16,079,154 | +463.3% | 701,840 | +453.5% | 0.01% | +600.0% |
| Q4 2022 | $2,854,493 | +152.8% | 126,810 | +149.2% | 0.00% | – |
| Q3 2022 | $1,129,000 | +140.7% | 50,896 | +161.5% | 0.00% | – |
| Q1 2022 | $469,000 | -44.9% | 19,466 | -43.2% | 0.00% | – |
| Q4 2021 | $851,000 | -56.0% | 34,281 | -55.7% | 0.00% | -100.0% |
| Q3 2021 | $1,935,000 | -14.7% | 77,355 | -14.0% | 0.00% | 0.0% |
| Q2 2021 | $2,268,000 | +530.0% | 89,943 | +527.2% | 0.00% | – |
| Q1 2021 | $360,000 | +66.7% | 14,340 | +65.5% | 0.00% | – |
| Q4 2020 | $216,000 | -87.8% | 8,666 | -88.2% | 0.00% | -100.0% |
| Q3 2020 | $1,771,000 | +27.8% | 73,355 | +24.2% | 0.00% | 0.0% |
| Q2 2020 | $1,386,000 | -89.7% | 59,081 | -90.4% | 0.00% | -92.3% |
| Q1 2020 | $13,517,000 | +354.0% | 614,257 | +424.7% | 0.01% | +225.0% |
| Q4 2019 | $2,977,000 | -27.8% | 117,072 | -28.2% | 0.00% | -42.9% |
| Q3 2019 | $4,121,000 | +69.9% | 162,954 | +70.2% | 0.01% | +75.0% |
| Q2 2019 | $2,425,000 | – | 95,736 | – | 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% |