Straight Path Wealth Management - ISHARES TR ownership

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
Straight Path Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$858,199
+10.4%
37,427
+10.8%
0.58%
+9.2%
Q2 2023$777,023
+26.1%
33,784
+25.6%
0.53%
+8.8%
Q1 2023$616,25626,8990.49%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Richard P Slaughter Associates Inc 831,309$19,045,2896.21%
Scissortail Wealth Management, LLC 269,045$6,163,6935.55%
Straight Path Wealth Management 26,899$616,2560.49%
Krilogy Financial LLC 188,789$4,325,1450.36%
Werba Rubin Papier Wealth Management 32,997$755,9610.30%
Ironwood Financial, llc 34,121$781,7090.22%
New England Private Wealth Advisors LLC 43,401$994,3000.20%
Snowden Capital Advisors LLC 196,157$4,493,9650.18%
WRAPMANAGER INC 23,422$536,5980.16%
Mutual Advisors, LLC 141,433$3,240,2410.13%
View complete list of ISHARES TR shareholders