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 | $533,944 | +100.5% | 23,285 | +101.1% | 0.00% | – |
| Q2 2023 | $266,372 | -97.5% | 11,580 | -97.5% | 0.00% | -100.0% |
| Q1 2023 | $10,775,330 | +37.3% | 470,339 | +34.9% | 0.02% | +25.0% |
| Q4 2022 | $7,848,000 | +95.1% | 348,654 | +92.2% | 0.02% | +77.8% |
| Q3 2022 | $4,023,000 | +3043.0% | 181,369 | +3074.1% | 0.01% | – |
| Q2 2022 | $128,000 | +5.8% | 5,714 | +13.4% | 0.00% | – |
| Q1 2022 | $121,000 | -3.2% | 5,037 | +0.2% | 0.00% | – |
| Q4 2021 | $125,000 | +4.2% | 5,028 | +4.6% | 0.00% | – |
| Q3 2021 | $120,000 | -0.8% | 4,807 | +0.3% | 0.00% | – |
| Q2 2021 | $121,000 | +105.1% | 4,795 | +103.0% | 0.00% | – |
| Q1 2021 | $59,000 | -67.9% | 2,362 | -67.9% | 0.00% | – |
| Q4 2020 | $184,000 | +50.8% | 7,349 | +44.7% | 0.00% | – |
| Q3 2020 | $122,000 | +408.3% | 5,080 | +407.0% | 0.00% | – |
| Q2 2020 | $24,000 | +9.1% | 1,002 | 0.0% | 0.00% | – |
| Q1 2020 | $22,000 | – | 1,002 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mid-American Wealth Advisory Group, Inc. | 617,886 | $14,093,976 | 11.38% |
| Scissortail Wealth Management, LLC | 279,156 | $6,314,516 | 4.97% |
| Michael S. Ryan, Inc. | 204,602 | $4,648,556 | 4.44% |
| Richard P Slaughter Associates Inc | 617,658 | $14,162,897 | 3.77% |
| Commonwealth Financial Services, LLC | 473,883 | $10,866,148 | 3.23% |
| Tyler-Stone Wealth Management | 94,454 | $2,166 | 1.24% |
| Straight Path Wealth Management | 37,427 | $858,199 | 0.58% |
| Krilogy Financial LLC | 166,409 | $3,815,760 | 0.35% |
| Werba Rubin Papier Wealth Management | 32,997 | $756,621 | 0.27% |
| Sightline Wealth Advisors, LLC | 11,666 | $267,511 | 0.25% |