ISHARES TR's ticker is IBHE and the CUSIP is 46435U168. A total of 69 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $12,912,230 | -8.8% | 558,971 | -9.5% | 3.19% | -15.4% |
| Q3 2023 | $14,162,897 | -27.3% | 617,658 | -27.1% | 3.77% | -32.3% |
| Q2 2023 | $19,475,457 | +2.3% | 846,759 | +1.9% | 5.57% | -10.2% |
| Q1 2023 | $19,045,289 | +245.6% | 831,309 | +239.6% | 6.21% | +258.4% |
| Q4 2022 | $5,510,380 | – | 244,797 | – | 1.73% | – |
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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% |