ISHARES TR's ticker is IBHE and the CUSIP is 46435U168. A total of 26 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,760,235 | -1.6% | 75,628 | -1.2% | 0.72% | -8.7% |
| Q1 2024 | $1,789,355 | -19.1% | 76,534 | -20.0% | 0.79% | -28.5% |
| Q4 2023 | $2,211,305 | +101991.6% | 95,727 | +1.3% | 1.11% | -10.4% |
| Q3 2023 | $2,166 | -2.0% | 94,454 | -1.7% | 1.24% | -1.0% |
| Q2 2023 | $2,210 | +20.2% | 96,071 | +17.6% | 1.25% | -0.2% |
| Q4 2022 | $1,839 | -99.8% | 81,691 | +133.1% | 1.25% | +111.3% |
| Q3 2022 | $777,000 | – | 35,040 | – | 0.59% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mid-American Wealth Advisory Group, Inc. | 630,032 | $14,663,997 | 9.36% |
| Richard P Slaughter Associates Inc | 1,198,523 | $27,895,625 | 6.58% |
| Michael S. Ryan, Inc. | 224,301 | $5,220,615 | 3.96% |
| PFG Private Wealth Management, LLC | 263,644 | $6,136,314 | 3.72% |
| ARROW FINANCIAL CORP | 1,275,020 | $29,676,091 | 2.90% |
| Commonwealth Financial Services, LLC | 521,765 | $12,099,728 | 2.48% |
| Denver PWM, LLC | 248,607 | $5,786,332 | 2.31% |
| Scissortail Wealth Management, LLC | 285,394 | $6,642,532 | 1.69% |
| COWA, LLC | 78,384 | $1,824,388 | 0.97% |
| Summit Investment Advisory Services, LLC | 32,656 | $760,059 | 0.89% |