Straight Path Wealth Management - ISHARES TR ownership

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
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 Q3 2023
NameSharesValueWeighting ↓
FLOW TRADERS U.S. LLC 223,681$5,018,0000.27%
Timber Creek Capital Management LLC 18,644$418,0000.14%
Bradley & Co. Private Wealth Management, LLC 4,608$103,0000.11%
Cetera Advisors LLC 133,667$2,999,0000.07%
VALLEY NATIONAL ADVISERS INC 14,017$316,0000.07%
HEADINVEST, LLC 11,425$256,0000.06%
Prentice Wealth Management LLC 2,350$53,0000.05%
Pinnacle Bancorp, Inc. 5,209$117,0000.05%
HighTower Advisors, LLC 235,640$5,286,0000.01%
Mascoma Wealth Management LLC 472$11,0000.00%
View complete list of ISHARES TR shareholders