ISHARES TR's ticker is IBHE and the CUSIP is 46435U168. A total of 22 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $121,460 | +307.2% | 5,297 | +308.4% | 0.13% | +323.3% |
| Q2 2023 | $29,831 | +0.4% | 1,297 | 0.0% | 0.03% | -9.1% |
| Q1 2023 | $29,714 | -73.1% | 1,297 | -73.6% | 0.03% | -75.4% |
| Q4 2022 | $110,412 | +8.2% | 4,905 | +6.4% | 0.13% | +9.8% |
| Q3 2022 | $102,000 | -1.0% | 4,608 | 0.0% | 0.12% | +8.0% |
| Q2 2022 | $103,000 | -7.2% | 4,608 | 0.0% | 0.11% | +18.9% |
| Q1 2022 | $111,000 | -2.6% | 4,608 | 0.0% | 0.10% | +4.4% |
| Q4 2021 | $114,000 | -0.9% | 4,608 | 0.0% | 0.09% | -8.1% |
| Q3 2021 | $115,000 | -0.9% | 4,608 | 0.0% | 0.10% | -2.0% |
| Q2 2021 | $116,000 | -73.6% | 4,608 | -73.6% | 0.10% | -75.1% |
| Q1 2021 | $439,000 | – | 17,479 | – | 0.40% | – |
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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% |